South Dakota Investment Council’s W.P. Carey WPC Stock Holding History

South Dakota Investment Council’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	-24,234	Closed	-$1.57M	–	642
2023 Q4	$1.57M	Sell	24,234 -509	-2%	-$29.3K	0.03%	390
2023 Q3	$1.31M	Hold	24,743	–	–	0.03%	401
2023 Q2	$1.64M	Hold	24,743	–	–	0.03%	378
2023 Q1	$1.88M	Hold	24,743	–	–	0.04%	349
2022 Q4	$1.89M	Hold	24,743	–	–	0.04%	337
2022 Q3	$1.69M	Hold	24,743	–	–	0.04%	333
2022 Q2	$2.01M	Hold	24,743	–	–	0.05%	311
2022 Q1	$1.96M	Buy	+24,743	New	+$1.9M	0.04%	318

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

South Dakota Investment Council's WPC Position: Q1 2024 in Review

South Dakota Investment Council sold out of W.P. Carey (WPC) in Q1 2024, closing a stake of 24,234 shares — an estimated $1.57M sold.

South Dakota Investment Council first reported a position in WPC in Q1 2022 and held it in 8 quarters. The position peaked at $2.01M in Q2 2022. 774 funds tracked by Wall St. Rank hold WPC as of Q1 2024.

South Dakota Investment Council reported no remaining W.P. Carey position as of Q1 2024 after selling out during the quarter.
South Dakota Investment Council sold 24,234 W.P. Carey shares in Q1 2024, an estimated $1.57M.
South Dakota Investment Council first reported a position in W.P. Carey in Q1 2022 and held it in 8 quarters.
South Dakota Investment Council's W.P. Carey position peaked at $2.01M in Q2 2022.
774 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2024.

Based on South Dakota Investment Council's 13F filing for Q1 2024, filed 2 May 2024.