Spirit of America Management Corp’s W.P. Carey WPC Stock Holding History

Spirit of America Management Corp’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$574K	Hold	9,200	–	–	0.12%	169
2025 Q1	$581K	Hold	9,200	–	–	0.12%	161
2024 Q4	$501K	Sell	9,200 -1,000	-10%	-$54.5K	0.1%	173
2024 Q3	$635K	Sell	10,200 -5,000	-33%	-$312K	0.13%	151
2024 Q2	$837K	Sell	15,200 -5,000	-25%	-$275K	0.17%	113
2024 Q1	$1.14M	Sell	20,200 -7,000	-26%	-$395K	0.23%	99
2023 Q4	$1.76M	Sell	27,200 -2,358	-8%	-$153K	0.39%	68
2023 Q3	$1.57M	Sell	29,558 -1,021	-3%	-$54.1K	0.35%	64
2023 Q2	$2.02M	Sell	30,579 -510	-2%	-$33.7K	0.46%	52
2023 Q1	$2.36M	Sell	31,089 -1,062	-3%	-$80.6K	0.53%	50
2022 Q4	$2.46M	Hold	32,151	–	–	0.55%	47
2022 Q3	$2.2M	Buy	32,151 +4,390	+16%	+$300K	0.52%	50
2022 Q2	$2.25M	Buy	27,761 +2,961	+12%	+$240K	0.51%	51
2022 Q1	$1.96M	Hold	24,800	–	–	0.38%	76
2021 Q4	$1.99M	Hold	24,800	–	–	0.4%	75
2021 Q3	$1.77M	Hold	24,800	–	–	0.38%	79
2021 Q2	$1.81M	Hold	24,800	–	–	0.39%	74
2021 Q1	$1.72M	Sell	24,800 -1,685	-6%	-$117K	0.41%	69
2020 Q4	$1.83M	Hold	26,485	–	–	0.46%	64
2020 Q3	$1.69M	Hold	26,485	–	–	0.46%	64
2020 Q2	$1.76M	Buy	26,485 +2,042	+8%	+$135K	0.45%	56
2020 Q1	$1.39M	Hold	24,443	–	–	0.45%	61
2019 Q4	$1.92M	Sell	24,443 -730	-3%	-$57.2K	0.33%	70
2019 Q3	$2.21M	Hold	25,173	–	–	0.36%	62
2019 Q2	$2M	Sell	25,173 -919	-4%	-$73.1K	0.3%	75
2019 Q1	$2M	Hold	26,092	–	–	0.29%	71
2018 Q4	$1.67M	Sell	26,092 -1,531	-6%	-$97.9K	0.26%	79
2018 Q3	$1.74M	Sell	27,623 -2,042	-7%	-$129K	0.22%	92
2018 Q2	$1.93M	Sell	29,665 -3,130	-10%	-$203K	0.24%	91
2018 Q1	$1.99M	Sell	32,795 -3,267	-9%	-$198K	0.26%	84
2017 Q4	$2.43M	Hold	36,062	–	–	0.27%	75
2017 Q3	$2.38M	Sell	36,062 -1,021	-3%	-$67.4K	0.25%	78
2017 Q2	$2.4M	Hold	37,083	–	–	0.26%	79
2017 Q1	$2.26M	Sell	37,083 -4,084	-10%	-$249K	0.24%	84
2016 Q4	$2.38M	Hold	41,167	–	–	0.28%	77
2016 Q3	$2.6M	Hold	41,167	–	–	0.34%	71
2016 Q2	$2.8M	Buy	41,167 +786	+2%	+$53.4K	0.41%	58
2016 Q1	$2.46M	Hold	40,381	–	–	0.44%	63
2015 Q4	$2.33M	Hold	40,381	–	–	0.45%	60
2015 Q3	$2.29M	Hold	40,381	–	–	0.48%	56
2015 Q2	$2.33M	Buy	40,381 +4,707	+13%	+$272K	0.45%	56
2015 Q1	$2.38M	Buy	35,674 +5,044	+16%	+$336K	0.5%	57
2014 Q4	$2.1M	Hold	30,630	–	–	0.53%	47
2014 Q3	$1.91M	Buy	+30,630	New	+$1.91M	0.58%	44