M&R Capital Management’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$13K Buy
209
+27
+15% +$1.6K ﹤0.01% 362
2024
Q2
$10K Buy
182
+3
+2% +$169 ﹤0.01% 371
2024
Q1
$10.1K Buy
179
+2
+1% +$120 ﹤0.01% 364
2023
Q4
$11.5K Buy
177
+33
+23% +$1.9K ﹤0.01% 384
2023
Q3
$7.63K Buy
+144
New +$9.22K ﹤0.01% 415

Other funds holding WPC

M&R Capital Management's WPC Position: Q3 2024 in Review

M&R Capital Management increased its W.P. Carey (WPC) stake by 15% in Q3 2024, buying an estimated $1.6K and bringing the position to 209 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

M&R Capital Management first reported a position in WPC in Q3 2023 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • M&R Capital Management held 209 shares of W.P. Carey worth $13K as of Q3 2024.
  • M&R Capital Management bought 27 W.P. Carey shares in Q3 2024, an estimated $1.6K.
  • W.P. Carey made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #362 holding.
  • M&R Capital Management first reported a position in W.P. Carey in Q3 2023 and has held it in 5 quarters since.
  • 802 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.