Susquehanna Fundamental Investments’s W.P. Carey WPC Stock Holding History

Susquehanna Fundamental Investments’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 Q3	–	Sell	-37,300	Closed	-$2.33M	–	780
2025 Q2	$2.33M	Sell	37,300 -9,173	-20%	-$565K	0.06%	314
2025 Q1	$2.93M	Sell	46,473 -3,856	-8%	-$228K	0.04%	435
2024 Q4	$2.74M	Buy	+50,329	New	+$2.87M	0.04%	453
2024 Q2	$9.17M	Buy	+166,656	New	+$9.39M	0.21%	136
2022 Q1	$1.5M	Buy	+18,889	New	+$1.45M	0.03%	695

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna Fundamental Investments's WPC Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 37,300 shares — an estimated $2.33M sold.

Susquehanna Fundamental Investments first reported a position in WPC in Q1 2022 and held it in 5 quarters. The position peaked at $9.17M in Q2 2024. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

Susquehanna Fundamental Investments reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 37,300 W.P. Carey shares in Q3 2025, an estimated $2.33M.
Susquehanna Fundamental Investments first reported a position in W.P. Carey in Q1 2022 and held it in 5 quarters.
Susquehanna Fundamental Investments's W.P. Carey position peaked at $9.17M in Q2 2024.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.