RCMF
WPC icon

RK Capital Management (Florida)’s W.P. Carey WPC Stock Holding History

RK Capital Management (Florida)’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
Q1 		– Sell
-8,400
Closed -$544K – 76
2023
Q4 		$544K Buy
+8,400
New +$484K 0.02% 57

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RK Capital Management (Florida)'s WPC Position: Q1 2024 in Review

RK Capital Management (Florida) sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 8,400 shares — an estimated $544K sold.

RK Capital Management (Florida) first reported a position in WPC in Q4 2023 and held it in 1 quarter. The position peaked at $544K in Q4 2023. 773 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

  • RK Capital Management (Florida) reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
  • RK Capital Management (Florida) sold 8,400 W.P. Carey shares in Q1 2024, an estimated $544K.
  • RK Capital Management (Florida) first reported a position in W.P. Carey in Q4 2023 and held it in 1 quarter.
  • RK Capital Management (Florida)'s W.P. Carey position peaked at $544K in Q4 2023.
  • 773 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on RK Capital Management (Florida)'s 13F filing for Q1 2024, filed 23 Jun 2025.