Rehmann Capital Advisory Group’s W.P. Carey WPC Stock Holding History

Rehmann Capital Advisory Group’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
2022 Q3	–	Sell	-3,359	Closed	-$273K	–	551
2022 Q2	$273K	Buy	+3,359	New	+$271K	0.03%	392
2019 Q3	$93.2K	Hold	1,063	–	–	0.01%	461
2019 Q2	$84.5K	Hold	1,063	–	–	0.01%	660
2019 Q1	$81.5K	Hold	1,063	–	–	0.01%	655
2018 Q4	$68K	Hold	1,063	–	–	0.01%	503
2018 Q3	$66.9K	Hold	1,063	–	–	0.01%	705
2018 Q2	$69.1K	Hold	1,063	–	–	0.01%	678
2018 Q1	$65K	Buy	+1,063	New	+$65.4K	0.01%	672

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rehmann Capital Advisory Group's WPC Position: Q3 2022 in Review

Rehmann Capital Advisory Group sold out of W.P. Carey (WPC) in Q3 2022, closing a stake of 3,359 shares — an estimated $273K sold.

Rehmann Capital Advisory Group first reported a position in WPC in Q1 2018 and held it in 8 quarters. The position peaked at $273K in Q2 2022. 798 funds tracked by Wall St. Rank hold WPC as of Q3 2022.

Rehmann Capital Advisory Group reported no remaining W.P. Carey position as of Q3 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 3,359 W.P. Carey shares in Q3 2022, an estimated $273K.
Rehmann Capital Advisory Group first reported a position in W.P. Carey in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's W.P. Carey position peaked at $273K in Q2 2022.
798 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2022, filed 14 Nov 2022.