LPL Financial’s W.P. Carey WPC Stock Holding History

LPL Financial’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.7M	Sell	805,034 -37,608	-4%	-$2.64M	0.01%	871
2025 Q4	$54.2M	Buy	842,642 +14,853	+2%	+$989K	0.01%	838
2025 Q3	$55.9M	Buy	827,789 +71,490	+9%	+$4.68M	0.02%	798
2025 Q2	$47.2M	Buy	756,299 +75,431	+11%	+$4.64M	0.02%	787
2025 Q1	$43M	Sell	680,868 -19,093	-3%	-$1.13M	0.02%	754
2024 Q4	$38.1M	Sell	699,961 -27,335	-4%	-$1.56M	0.02%	774
2024 Q3	$45.3M	Sell	727,296 -40,675	-5%	-$2.41M	0.02%	662
2024 Q2	$42.3M	Buy	767,971 +43,264	+6%	+$2.44M	0.02%	624
2024 Q1	$40.9M	Buy	724,707 +9,971	+1%	+$597K	0.02%	616
2023 Q4	$46.3M	Sell	714,736 -60,548	-8%	-$3.49M	0.03%	526
2023 Q3	$41.1M	Sell	775,284 -12,726	-2%	-$815K	0.03%	517
2023 Q2	$52.1M	Sell	788,010 -10,961	-1%	-$762K	0.04%	430
2023 Q1	$60.6M	Sell	798,971 -34,213	-4%	-$2.73M	0.05%	365
2022 Q4	$63.8M	Buy	833,184 +12,869	+2%	+$967K	0.05%	327
2022 Q3	$56.1M	Buy	820,315 +155,055	+23%	+$12.7M	0.05%	321
2022 Q2	$54M	Buy	665,260 +16,236	+3%	+$1.31M	0.05%	331
2022 Q1	$51.4M	Buy	649,024 +10,801	+2%	+$829K	0.04%	353
2021 Q4	$51.3M	Buy	638,223 +19,082	+3%	+$1.46M	0.04%	362
2021 Q3	$44.3M	Buy	619,141 +33,493	+6%	+$2.55M	0.04%	365
2021 Q2	$42.8M	Buy	585,648 +36,044	+7%	+$2.64M	0.04%	364
2021 Q1	$38.1M	Buy	549,604 +37,254	+7%	+$2.5M	0.04%	354
2020 Q4	$35.4M	Buy	512,350 +47,747	+10%	+$3.19M	0.05%	325
2020 Q3	$29.7M	Buy	464,603 +4,270	+0.9%	+$288K	0.05%	315
2020 Q2	$30.5M	Sell	460,333 -15,190	-3%	-$944K	0.05%	280
2020 Q1	$27.1M	Buy	475,523 +7,406	+2%	+$562K	0.06%	252
2019 Q4	$36.7M	Buy	468,117 +14,818	+3%	+$1.24M	0.07%	236
2019 Q3	$39.7M	Sell	453,299 -10,665	-2%	-$909K	0.08%	214
2019 Q2	$36.9M	Buy	463,964 +28,997	+7%	+$2.3M	0.08%	221
2019 Q1	$33.4M	Buy	434,967 +69,125	+19%	+$4.98M	0.08%	232
2018 Q4	$23.4M	Buy	365,842 +163,074	+80%	+$10.6M	0.06%	256
2018 Q3	$12.8M	Sell	202,768 -10,277	-5%	-$661K	0.03%	412
2018 Q2	$13.8M	Sell	213,045 -9,792	-4%	-$621K	0.04%	360
2018 Q1	$13.5M	Buy	222,837 +9,985	+5%	+$615K	0.04%	361
2017 Q4	$14.4M	Buy	212,852 +22,527	+12%	+$1.54M	0.04%	326
2017 Q3	$12.6M	Buy	190,325 +8,601	+5%	+$572K	0.04%	321
2017 Q2	$11.7M	Buy	181,724 +5,886	+3%	+$372K	0.04%	326
2017 Q1	$10.7M	Buy	175,838 +15,516	+10%	+$941K	0.07%	228
2016 Q4	$9.43M	Buy	160,322 +12,201	+8%	+$714K	0.07%	228
2016 Q3	$9.16M	Buy	148,121 +33,104	+29%	+$2.21M	0.09%	208
2016 Q2	$7.79M	Sell	115,017 -97,046	-46%	-$6.09M	0.07%	242
2016 Q1	$12.7M	Buy	212,063 +18,479	+10%	+$1.05M	0.04%	371
2015 Q4	$11.4M	Buy	193,584 +111,137	+135%	+$6.66M	0.03%	403
2015 Q3	$4.75M	Buy	82,447 +993	+1%	+$57.8K	0.03%	484
2015 Q2	$4.76M	Buy	81,454 +10,510	+15%	+$657K	0.02%	537
2015 Q1	$4.73M	Sell	70,944 -1,849	-3%	-$127K	0.02%	540
2014 Q4	$5M	Sell	72,793 -132	-0.2%	-$8.72K	0.03%	490
2014 Q3	$4.58M	Buy	72,925 +9,843	+16%	+$644K	0.03%	492
2014 Q2	$3.98M	Buy	63,082 +1,801	+3%	+$110K	0.02%	567
2014 Q1	$3.6M	Buy	61,281 +7,656	+14%	+$463K	0.02%	556
2013 Q4	$3.22M	Buy	53,625 +568	+1%	+$35.7K	0.02%	601
2013 Q3	$3.39M	Buy	53,057 +3,706	+8%	+$244K	0.02%	543
2013 Q2	$3.2M	Buy	+49,351	New	+$3.35M	0.02%	530