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Stoneridge Investment Partners’s W.P. Carey WPC Stock Holding History

Stoneridge Investment Partners’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
2025
Q1 		– Sell
-27,163
Closed -$1.48M – 161
2024
Q4 		$1.48M Hold
27,163
– – 0.53% 54
2024
Q3 		$1.69M Buy
+27,163
New +$1.61M 0.63% 49

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stoneridge Investment Partners's WPC Position: Q1 2025 in Review

Stoneridge Investment Partners sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 27,163 shares — an estimated $1.48M sold.

Stoneridge Investment Partners first reported a position in WPC in Q3 2024 and held it in 2 quarters. The position peaked at $1.69M in Q3 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Stoneridge Investment Partners reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 27,163 W.P. Carey shares in Q1 2025, an estimated $1.48M.
  • Stoneridge Investment Partners first reported a position in W.P. Carey in Q3 2024 and held it in 2 quarters.
  • Stoneridge Investment Partners's W.P. Carey position peaked at $1.69M in Q3 2024.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Stoneridge Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.