Princeton Global Asset Management’s W.P. Carey WPC Stock Holding History

Princeton Global Asset 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 Q4	–	Sell	-869	Closed	-$54.1K	–	686
2024 Q3	$54.1K	Hold	869	–	–	0.01%	309
2024 Q2	$47.8K	Hold	869	–	–	0.01%	297
2024 Q1	$49K	Hold	869	–	–	0.01%	265
2023 Q4	$56.3K	Sell	869 -18	-2%	-$1.04K	0.01%	250
2023 Q3	$47K	Hold	887	–	–	0.01%	259
2023 Q2	$58.7K	Hold	887	–	–	0.02%	243
2023 Q1	$67.3K	Hold	887	–	–	0.02%	227
2022 Q4	$68K	Hold	887	–	–	0.02%	215
2022 Q3	$61K	Hold	887	–	–	0.02%	220
2022 Q2	$72K	Hold	887	–	–	0.02%	223
2022 Q1	$70K	Hold	887	–	–	0.02%	236
2021 Q4	$71K	Hold	887	–	–	0.02%	231
2021 Q3	$63K	Hold	887	–	–	0.02%	236
2021 Q2	$65K	Hold	887	–	–	0.02%	237
2021 Q1	$61K	Hold	887	–	–	0.02%	230
2020 Q4	$61K	Hold	887	–	–	0.02%	228
2020 Q3	$57K	Hold	887	–	–	0.02%	207
2020 Q2	$58K	Hold	887	–	–	0.02%	246
2020 Q1	$50K	Hold	887	–	–	0.02%	234
2019 Q4	$70	Hold	887	–	–	0.03%	212
2019 Q3	$79K	Hold	887	–	–	0.05%	181
2019 Q2	$71K	Buy	+887	New	+$70.3K	0.04%	191

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Princeton Global Asset Management's WPC Position: Q4 2024 in Review

Princeton Global Asset Management sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 869 shares — an estimated $54.1K sold.

Princeton Global Asset Management first reported a position in WPC in Q2 2019 and held it in 22 quarters. The position peaked at $79K in Q3 2019. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

Princeton Global Asset Management reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
Princeton Global Asset Management sold 869 W.P. Carey shares in Q4 2024, an estimated $54.1K.
Princeton Global Asset Management first reported a position in W.P. Carey in Q2 2019 and held it in 22 quarters.
Princeton Global Asset Management's W.P. Carey position peaked at $79K in Q3 2019.
781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Princeton Global Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.