Natixis Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
39,112
+6,411
| +20% | +$400K | ﹤0.01% | 1031 |
|
|
2025
Q1 | $2.06M | Buy |
32,701
+6,803
| +26% | +$429K | ﹤0.01% | 1062 |
|
|
2024
Q4 | $1.41M | Sell |
25,898
-3,869
| -13% | -$211K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $1.85M | Sell |
29,767
-673
| -2% | -$41.9K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $1.68M | Buy |
30,440
+15,169
| +99% | +$835K | ﹤0.01% | 1100 |
|
|
2024
Q1 | $862K | Buy |
15,271
+1,053
| +7% | +$59.4K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $921K | Buy |
+14,218
| New | +$921K | ﹤0.01% | 1230 |
|
|
2023
Q3 | – | Sell |
-14,106
| Closed | -$933K | – | 1532 |
|
|
2023
Q2 | $933K | Sell |
14,106
-2,648
| -16% | -$175K | ﹤0.01% | 1182 |
|
|
2023
Q1 | $1.27M | Buy |
16,754
+3,445
| +26% | +$261K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $1.02M | Buy |
13,309
+344
| +3% | +$26.3K | ﹤0.01% | 1132 |
|
|
2022
Q3 | $886K | Buy |
12,965
+530
| +4% | +$36.2K | ﹤0.01% | 1141 |
|
|
2022
Q2 | $1.01M | Sell |
12,435
-400
| -3% | -$32.5K | ﹤0.01% | 1128 |
|
|
2022
Q1 | $1.02M | Buy |
+12,835
| New | +$1.02M | ﹤0.01% | 1129 |
|