SIM
WPC icon

Synergy Investment Management’s W.P. Carey WPC Stock Holding History

Synergy Investment Management’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
-48
Closed -$2.62K – 671
2024
Q4 		$2.62K Buy
+48
New +$2.73K ﹤0.01% 548

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Synergy Investment Management's WPC Position: Q1 2025 in Review

Synergy Investment Management sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 48 shares — an estimated $2.62K sold.

Synergy Investment Management first reported a position in WPC in Q4 2024 and held it in 1 quarter. The position peaked at $2.62K in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Synergy Investment Management reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 48 W.P. Carey shares in Q1 2025, an estimated $2.62K.
  • Synergy Investment Management first reported a position in W.P. Carey in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's W.P. Carey position peaked at $2.62K in Q4 2024.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.