Prudent Man Advisors’s W.P. Carey WPC Stock Holding History

Prudent Man Advisors’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	-10,648	Closed	-$705K	–	217
2023 Q2	$705K	Sell	10,648 -88	-0.8%	-$6.12K	0.27%	80
2023 Q1	$814K	Sell	10,736 -165	-2%	-$13.1K	0.32%	69
2022 Q4	$834K	Buy	10,901 +433	+4%	+$32.5K	0.34%	65
2022 Q3	$716K	Buy	10,468 +1,191	+13%	+$97.5K	0.34%	61
2022 Q2	$753K	Buy	+9,277	New	+$749K	0.35%	54

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prudent Man Advisors's WPC Position: Q3 2023 in Review

Prudent Man Advisors sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 10,648 shares — an estimated $705K sold.

Prudent Man Advisors first reported a position in WPC in Q2 2022 and held it in 5 quarters. The position peaked at $834K in Q4 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

Prudent Man Advisors reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
Prudent Man Advisors sold 10,648 W.P. Carey shares in Q3 2023, an estimated $705K.
Prudent Man Advisors first reported a position in W.P. Carey in Q2 2022 and held it in 5 quarters.
Prudent Man Advisors's W.P. Carey position peaked at $834K in Q4 2022.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.