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Richard P. Slaughter Associates’s W.P. Carey WPC Stock Holding History

Richard P. Slaughter Associates’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
2025
Q1 		– Sell
-26,849
Closed -$1.46M – 162
2024
Q4 		$1.46M Sell
26,849
-1,608
-6% -$91.6K 0.33% 78
2024
Q3 		$1.77M Buy
28,457
+2,404
+9% +$143K 0.41% 69
2024
Q2 		$1.43M Buy
26,053
+1,809
+7% +$102K 0.34% 82
2024
Q1 		$1.37M Buy
24,244
+577
+2% +$34.5K 0.33% 82
2023
Q4 		$1.53M Buy
23,667
+1,676
+8% +$96.6K 0.38% 77
2023
Q3 		$1.16M Buy
21,991
+3,908
+22% +$250K 0.31% 92
2023
Q2 		$1.2M Buy
18,083
+1,576
+10% +$110K 0.34% 89
2023
Q1 		$1.25M Sell
16,507
-275
-2% -$21.9K 0.41% 85
2022
Q4 		$1.28M Buy
16,782
+706
+4% +$53K 0.4% 81
2022
Q3 		$1.1M Sell
16,076
-895
-5% -$73.3K 0.46% 79
2022
Q2 		$1.38M Buy
16,971
+395
+2% +$31.9K 0.6% 56
2022
Q1 		$1.31M Buy
16,576
+780
+5% +$59.8K 0.48% 74
2021
Q4 		$1.27M Buy
15,796
+150
+1% +$11.5K 0.45% 74
2021
Q3 		$1.12M Buy
15,646
+485
+3% +$36.9K 0.44% 84
2021
Q2 		$1.11M Buy
15,161
+414
+3% +$30.3K 0.43% 79
2021
Q1 		$1.02M Buy
14,747
+633
+4% +$42.4K 0.42% 87
2020
Q4 		$975K Buy
14,114
+777
+6% +$51.9K 0.41% 77
2020
Q3 		$851K Buy
13,337
+1,114
+9% +$75.1K 0.39% 77
2020
Q2 		$810K Buy
12,223
+38
+0.3% +$2.36K 0.35% 80
2020
Q1 		$693K Sell
12,185
-183
-1% -$13.9K 0.36% 76
2019
Q4 		$970K Buy
+12,368
New +$1.04M 0.39% 86

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Richard P. Slaughter Associates's WPC Position: Q1 2025 in Review

Richard P. Slaughter Associates sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 26,849 shares — an estimated $1.46M sold.

Richard P. Slaughter Associates first reported a position in WPC in Q4 2019 and held it in 21 quarters. The position peaked at $1.77M in Q3 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Richard P. Slaughter Associates reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 26,849 W.P. Carey shares in Q1 2025, an estimated $1.46M.
  • Richard P. Slaughter Associates first reported a position in W.P. Carey in Q4 2019 and held it in 21 quarters.
  • Richard P. Slaughter Associates's W.P. Carey position peaked at $1.77M in Q3 2024.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2025, filed 10 Apr 2025.