Reby Advisors’s W.P. Carey WPC Stock Holding History

Reby 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
2020 Q4	$84K	Buy	+1,216	New	+$81.2K	0.02%	164

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

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

Reby Advisors's WPC Position: Q4 2020 in Review

Reby Advisors opened a new position in W.P. Carey (WPC) in Q4 2020: 1,216 shares worth $84K. The stake represents 0.02% of the portfolio and ranks #164 among its holdings.

637 funds tracked by Wall St. Rank hold WPC as of Q4 2020.

Reby Advisors held 1,216 shares of W.P. Carey worth $84K as of Q4 2020.
W.P. Carey was a new Reby Advisors position in Q4 2020.
W.P. Carey made up 0.02% of Reby Advisors's portfolio in Q4 2020, its #164 holding.
637 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.