Stifel Financial’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
40,865
+2,430
| +6% | +$152K | ﹤0.01% | 1668 |
|
|
2025
Q1 | $2.43M | Buy |
38,435
+3,296
| +9% | +$208K | ﹤0.01% | 1626 |
|
|
2024
Q4 | $1.91M | Buy |
35,139
+3,355
| +11% | +$183K | ﹤0.01% | 1810 |
|
|
2024
Q3 | $1.98M | Buy |
31,784
+2,075
| +7% | +$129K | ﹤0.01% | 1782 |
|
|
2024
Q2 | $1.64M | Buy |
29,709
+5,118
| +21% | +$282K | ﹤0.01% | 1861 |
|
|
2024
Q1 | $1.39M | Sell |
24,591
-2,855
| -10% | -$161K | ﹤0.01% | 1988 |
|
|
2023
Q4 | $1.78M | Sell |
27,446
-75,180
| -73% | -$4.87M | ﹤0.01% | 1755 |
|
|
2023
Q3 | $5.44M | Sell |
102,626
-1,424
| -1% | -$75.4K | 0.01% | 997 |
|
|
2023
Q2 | $6.89M | Buy |
104,050
+2,098
| +2% | +$139K | 0.01% | 882 |
|
|
2023
Q1 | $7.73M | Sell |
101,952
-69,753
| -41% | -$5.29M | 0.01% | 790 |
|
|
2022
Q4 | $13.1M | Buy |
171,705
+2,649
| +2% | +$203K | 0.02% | 579 |
|
|
2022
Q3 | $11.6M | Sell |
169,056
-537
| -0.3% | -$36.7K | 0.02% | 593 |
|
|
2022
Q2 | $13.8M | Buy |
169,593
+76,584
| +82% | +$6.22M | 0.02% | 553 |
|
|
2022
Q1 | $7.36M | Buy |
93,009
+3,041
| +3% | +$241K | 0.01% | 856 |
|
|
2021
Q4 | $7.23M | Buy |
89,968
+1,005
| +1% | +$80.8K | 0.01% | 889 |
|
|
2021
Q3 | $6.36M | Buy |
88,963
+2,142
| +2% | +$153K | 0.01% | 898 |
|
|
2021
Q2 | $6.35M | Buy |
86,821
+69,552
| +403% | +$5.08M | 0.01% | 895 |
|
|
2021
Q1 | $1.2M | Buy |
17,269
+593
| +4% | +$41.1K | ﹤0.01% | 1879 |
|
|
2020
Q4 | $1.15M | Sell |
16,676
-717
| -4% | -$49.6K | ﹤0.01% | 1746 |
|
|
2020
Q3 | $1.11M | Sell |
17,393
-825
| -5% | -$52.7K | ﹤0.01% | 1560 |
|
|
2020
Q2 | $1.21M | Sell |
18,218
-6,249
| -26% | -$414K | ﹤0.01% | 1429 |
|
|
2020
Q1 | $1.39M | Buy |
24,467
+1,310
| +6% | +$74.6K | ﹤0.01% | 1236 |
|
|
2019
Q4 | $1.82M | Sell |
23,157
-193
| -0.8% | -$15.2K | ﹤0.01% | 1397 |
|
|
2019
Q3 | $2.04M | Buy |
23,350
+4,098
| +21% | +$359K | 0.01% | 1297 |
|
|
2019
Q2 | $1.53M | Sell |
19,252
-1,529
| -7% | -$121K | ﹤0.01% | 1518 |
|
|
2019
Q1 | $1.6M | Sell |
20,781
-20,624
| -50% | -$1.58M | ﹤0.01% | 1373 |
|
|
2018
Q4 | $2.65M | Buy |
41,405
+9,158
| +28% | +$587K | 0.01% | 1022 |
|
|
2018
Q3 | $2.03M | Sell |
32,247
-575
| -2% | -$36.1K | 0.01% | 1263 |
|
|
2018
Q2 | $2.15M | Buy |
32,822
+2,281
| +7% | +$149K | 0.01% | 1170 |
|
|
2018
Q1 | $1.85M | Sell |
30,541
-447
| -1% | -$27K | 0.01% | 1210 |
|
|
2017
Q4 | $2.09M | Sell |
30,988
-462
| -1% | -$31.2K | 0.01% | 1121 |
|
|
2017
Q3 | $2.08M | Sell |
31,450
-12,844
| -29% | -$848K | 0.01% | 1100 |
|
|
2017
Q2 | $2.86M | Buy |
44,294
+381
| +0.9% | +$24.6K | 0.01% | 940 |
|
|
2017
Q1 | $2.67M | Buy |
43,913
+2,493
| +6% | +$152K | 0.01% | 970 |
|
|
2016
Q4 | $2.4M | Buy |
41,420
+36
| +0.1% | +$2.09K | 0.01% | 960 |
|
|
2016
Q3 | $2.61M | Sell |
41,384
-3,637
| -8% | -$230K | 0.01% | 887 |
|
|
2016
Q2 | $3.06M | Buy |
45,021
+5,097
| +13% | +$347K | 0.01% | 812 |
|
|
2016
Q1 | $2.43M | Sell |
39,924
-708
| -2% | -$43.2K | 0.01% | 841 |
|
|
2015
Q4 | $2.35M | Sell |
40,632
-1,159
| -3% | -$67K | 0.01% | 887 |
|
|
2015
Q3 | $2.37M | Sell |
41,791
-1,136
| -3% | -$64.3K | 0.01% | 837 |
|
|
2015
Q2 | $2.48M | Sell |
42,927
-2,632
| -6% | -$152K | 0.01% | 885 |
|
|
2015
Q1 | $3.04M | Buy |
45,559
+993
| +2% | +$66.2K | 0.02% | 775 |
|
|
2014
Q4 | $3.06M | Sell |
44,566
-4,366
| -9% | -$300K | 0.02% | 741 |
|
|
2014
Q3 | $3.06M | Buy |
48,932
+2,412
| +5% | +$151K | 0.03% | 631 |
|
|
2014
Q2 | $2.93M | Buy |
46,520
+4,257
| +10% | +$268K | 0.03% | 630 |
|
|
2014
Q1 | $2.49M | Buy |
+42,263
| New | +$2.49M | 0.02% | 677 |
|