Mariner Independent Advisor Network’s W.P. Carey WPC Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$1.95M	Buy	28,586 +3,063	+12%	+$251K	0.08%	239
2022 Q2	$2.04M	Buy	25,523 +1,756	+7%	+$142K	0.09%	241
2022 Q1	$1.88M	Buy	23,767 +538	+2%	+$41.3K	0.07%	271
2021 Q4	$1.85M	Sell	23,229 -1,227	-5%	-$93.9K	0.09%	238
2021 Q3	$1.75M	Buy	24,456 +1,028	+4%	+$78.3K	0.09%	249
2021 Q2	$1.71M	Buy	23,428 +1,206	+5%	+$88.3K	0.08%	265
2021 Q1	$1.54M	Buy	22,222 +2,727	+14%	+$183K	0.08%	244
2020 Q4	$1.35M	Buy	19,495 +7,338	+60%	+$490K	0.07%	254
2020 Q3	$776K	Sell	12,157 -1,362	-10%	-$91.8K	0.06%	236
2020 Q2	$910K	Sell	13,519 -1,133	-8%	-$70.4K	0.08%	219
2020 Q1	$798K	Sell	14,652 -1,820	-11%	-$138K	0.07%	234
2019 Q4	$1.29M	Buy	16,472 +1,037	+7%	+$86.9K	0.09%	225
2019 Q3	$1.36M	Sell	15,435 -3,196	-17%	-$272K	0.1%	211
2019 Q2	$1.46M	Buy	18,631 +1,241	+7%	+$98.3K	0.11%	196
2019 Q1	$1.33M	Sell	17,390 -338	-2%	-$24.3K	0.11%	198
2018 Q4	$1.16M	Buy	+17,728	New	+$1.15M	0.1%	213
2018 Q2	–	Sell	-41,247	Closed	-$2.5M	–	313
2018 Q1	$2.5M	Buy	41,247 +18,482	+81%	+$1.14M	0.15%	120
2017 Q4	$1.46M	Buy	+22,765	New	+$1.56M	0.15%	146
2016 Q2	–	Sell	-19,742	Closed	-$1.2M	–	171
2016 Q1	$1.2M	Buy	+19,742	New	+$1.12M	0.38%	66

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mariner Independent Advisor Network's WPC Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its W.P. Carey (WPC) stake by 12% in Q3 2022, buying an estimated $251K and bringing the position to 28,586 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #239.

Mariner Independent Advisor Network first reported a position in WPC in Q1 2016 and has held it in 19 quarters since. The position peaked at $2.5M in Q1 2018. 799 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Mariner Independent Advisor Network held 28,586 shares of W.P. Carey worth $1.95M as of Q3 2022.
Mariner Independent Advisor Network bought 3,063 W.P. Carey shares in Q3 2022, an estimated $251K.
W.P. Carey made up 0.08% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #239 holding.
Mariner Independent Advisor Network first reported a position in W.P. Carey in Q1 2016 and has held it in 19 quarters since.
Mariner Independent Advisor Network's W.P. Carey position peaked at $2.5M in Q1 2018.
799 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.