MCP
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Mirador Capital Partners’s W.P. Carey WPC Stock Holding History

Mirador Capital Partners’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
2023
Q3 		– Sell
-6,888
Closed -$456K – 207
2023
Q2 		$456K Buy
6,888
+114
+2% +$7.92K 0.11% 125
2023
Q1 		$514K Sell
6,774
-275
-4% -$21.9K 0.12% 110
2022
Q4 		$540K Buy
7,049
+51
+0.7% +$3.83K 0.13% 109
2022
Q3 		$478K Sell
6,998
-60
-0.9% -$4.91K 0.12% 116
2022
Q2 		$573K Sell
7,058
-772
-10% -$62.3K 0.14% 110
2022
Q1 		$620K Buy
7,830
+1,323
+20% +$101K 0.13% 123
2021
Q4 		$523K Buy
6,507
+205
+3% +$15.7K 0.11% 139
2021
Q3 		$451K Sell
6,302
-614
-9% -$46.7K 0.1% 144
2021
Q2 		$505K Buy
6,916
+2,002
+41% +$147K 0.11% 136
2021
Q1 		$341K Sell
4,914
-325
-6% -$21.8K 0.09% 142
2020
Q4 		$362K Buy
5,239
+43
+0.8% +$2.87K 0.1% 137
2020
Q3 		$332K Sell
5,196
-353
-6% -$23.8K 0.1% 129
2020
Q2 		$368K Sell
5,549
-1,245
-18% -$77.3K 0.14% 107
2020
Q1 		$393K Buy
6,794
+356
+6% +$27K 0.16% 95
2019
Q4 		$505K Buy
6,438
+54
+0.8% +$4.53K 0.2% 103
2019
Q3 		$560K Buy
6,384
+48
+0.8% +$4.09K 0.25% 90
2019
Q2 		$504K Sell
6,336
-45
-0.7% -$3.56K 0.25% 84
2019
Q1 		$490K Buy
6,381
+1,270
+25% +$91.5K 0.27% 81
2018
Q4 		$327K Buy
+5,111
New +$333K 0.2% 90

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mirador Capital Partners's WPC Position: Q3 2023 in Review

Mirador Capital Partners sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 6,888 shares — an estimated $456K sold.

Mirador Capital Partners first reported a position in WPC in Q4 2018 and held it in 19 quarters. The position peaked at $620K in Q1 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • Mirador Capital Partners reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
  • Mirador Capital Partners sold 6,888 W.P. Carey shares in Q3 2023, an estimated $456K.
  • Mirador Capital Partners first reported a position in W.P. Carey in Q4 2018 and held it in 19 quarters.
  • Mirador Capital Partners's W.P. Carey position peaked at $620K in Q1 2022.
  • 745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Mirador Capital Partners's 13F filing for Q3 2023, filed 5 Oct 2023.