SAM
Securian Asset Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
16,676
+132
| +0.8% | +$8.23K | 0.03% | 421 |
|
|
2025
Q1 | $1.04M | Hold |
16,544
| – | – | 0.03% | 403 |
|
|
2024
Q4 | $901K | Sell |
16,544
-473
| -3% | -$25.8K | 0.03% | 460 |
|
|
2024
Q3 | $1.06M | Sell |
17,017
-436
| -2% | -$27.2K | 0.03% | 415 |
|
|
2024
Q2 | $961K | Sell |
17,453
-529
| -3% | -$29.1K | 0.03% | 437 |
|
|
2024
Q1 | $1.01M | Sell |
17,982
-472
| -3% | -$26.6K | 0.03% | 432 |
|
|
2023
Q4 | $1.2M | Buy |
+18,454
| New | +$1.2M | 0.03% | 374 |
|
|
2021
Q1 | – | Sell |
-24,975
| Closed | -$1.76M | – | 997 |
|
|
2020
Q4 | $1.76M | Sell |
24,975
-42,225
| -63% | -$2.98M | 0.04% | 390 |
|
|
2020
Q3 | $4.38M | Buy |
+67,200
| New | +$4.38M | 0.11% | 201 |
|