SFS
WPC icon

Sowell Financial Services’s W.P. Carey WPC Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-47,506
Closed -$3M – 616
2024
Q3 		$3M Buy
47,506
+11,786
+33% +$699K 0.14% 167
2024
Q2 		$2M Buy
35,720
+38
+0.1% +$2.14K 0.1% 223
2024
Q1 		$2.04M Sell
35,682
-2,651
-7% -$159K 0.1% 235
2023
Q4 		$2.52M Buy
38,333
+3,712
+11% +$214K 0.14% 170
2023
Q3 		$1.87M Buy
34,621
+2,864
+9% +$183K 0.12% 197
2023
Q2 		$2.13M Buy
31,757
+28,691
+936% +$1.99M 0.12% 200
2023
Q1 		$233K Sell
3,066
-15,051
-83% -$1.2M 0.02% 647
2022
Q4 		$1.41M Buy
+18,117
New +$1.36M 0.09% 248
2021
Q2 		– Sell
-11,195
Closed -$811K – 2746
2021
Q1 		$811K Buy
11,195
+1,464
+15% +$98.1K 0.03% 473
2020
Q4 		$673K Sell
9,731
-407
-4% -$27.2K 0.03% 434
2020
Q3 		$647K Buy
10,138
+6,723
+197% +$453K 0.03% 403
2020
Q2 		$226K Sell
3,415
-271
-7% -$16.8K 0.01% 679
2020
Q1 		$210K Buy
3,686
+538
+17% +$40.8K 0.02% 636
2019
Q4 		$247K Sell
3,148
-3,180
-50% -$266K 0.02% 648
2019
Q3 		$555K Buy
+6,328
New +$539K 0.05% 385
2019
Q1 		$492K Hold
6,415
– – 0.05% 329
2018
Q4 		$411K Buy
+6,415
New +$417K 0.06% 317

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's WPC Position: Q4 2024 in Review

Sowell Financial Services sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 47,506 shares — an estimated $3M sold.

Sowell Financial Services first reported a position in WPC in Q4 2018 and held it in 17 quarters. The position peaked at $3M in Q3 2024. 782 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • Sowell Financial Services reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 47,506 W.P. Carey shares in Q4 2024, an estimated $3M.
  • Sowell Financial Services first reported a position in W.P. Carey in Q4 2018 and held it in 17 quarters.
  • Sowell Financial Services's W.P. Carey position peaked at $3M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.