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Monument Capital Management’s W.P. Carey WPC Stock Holding History

Monument Capital Management’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
2024
Q2 		– Sell
-3,618
Closed -$204K – 200
2024
Q1 		$204K Buy
3,618
+46
+1% +$2.75K 0.06% 185
2023
Q4 		$232K Sell
3,572
-2,426
-40% -$140K 0.07% 163
2023
Q3 		$318K Sell
5,998
-721
-11% -$46.2K 0.11% 134
2023
Q2 		$445K Sell
6,719
-8,220
-55% -$571K 0.14% 113
2023
Q1 		$1.13M Sell
14,939
-983
-6% -$78.3K 0.38% 70
2022
Q4 		$1.22M Sell
15,922
-6,197
-28% -$465K 0.42% 69
2022
Q3 		$1.51M Buy
+22,119
New +$1.81M 0.57% 55
2019
Q1 		– Sell
-16,969
Closed -$1.09M – 89
2018
Q4 		$1.09M Buy
+16,969
New +$1.1M 0.68% 60

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Monument Capital Management's WPC Position: Q2 2024 in Review

Monument Capital Management sold out of W.P. Carey (WPC) in Q2 2024, closing a stake of 3,618 shares — an estimated $204K sold.

Monument Capital Management first reported a position in WPC in Q4 2018 and held it in 8 quarters. The position peaked at $1.51M in Q3 2022. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Monument Capital Management reported no remaining W.P. Carey position as of Q2 2024 after selling out during the quarter.
  • Monument Capital Management sold 3,618 W.P. Carey shares in Q2 2024, an estimated $204K.
  • Monument Capital Management first reported a position in W.P. Carey in Q4 2018 and held it in 8 quarters.
  • Monument Capital Management's W.P. Carey position peaked at $1.51M in Q3 2022.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Monument Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.