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

Pinz 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
2021
Q3 		– Sell
-69,326
Closed -$5.07M – 395
2021
Q2 		$5.07M Buy
+69,326
New +$5.07M 1.53% 22
2020
Q3 		– Sell
-54,215
Closed -$3.59M – 184
2020
Q2 		$3.59M Buy
+54,215
New +$3.37M 1.65% 7

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pinz Capital Management's WPC Position: Q3 2021 in Review

Pinz Capital Management sold out of W.P. Carey (WPC) in Q3 2021, closing a stake of 69,326 shares — an estimated $5.07M sold.

Pinz Capital Management first reported a position in WPC in Q2 2020 and held it in 2 quarters. The position peaked at $5.07M in Q2 2021. 715 funds tracked by Wall St. Rank hold WPC as of Q3 2021.

  • Pinz Capital Management reported no remaining W.P. Carey position as of Q3 2021 after selling out during the quarter.
  • Pinz Capital Management sold 69,326 W.P. Carey shares in Q3 2021, an estimated $5.07M.
  • Pinz Capital Management first reported a position in W.P. Carey in Q2 2020 and held it in 2 quarters.
  • Pinz Capital Management's W.P. Carey position peaked at $5.07M in Q2 2021.
  • 715 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2021.

Based on Pinz Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.