TG
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Tom Gayner’s W.P. Carey WPC Stock Holding History

Tom Gayner’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
2018
Q3 		– Sell
-714,904
Closed -$46.5M – 136
2018
Q2 		$46.5M Sell
714,904
-255,250
-26% -$16.2M 0.85% 30
2018
Q1 		$58.9M Hold
970,154
– – 1.12% 23
2017
Q4 		$65.5M Hold
970,154
– – 1.24% 20
2017
Q3 		$64M Hold
970,154
– – 1.27% 20
2017
Q2 		$62.7M Hold
970,154
– – 1.34% 21
2017
Q1 		$59.1M Hold
970,154
– – 1.33% 21
2016
Q4 		$56.1M Hold
970,154
– – 1.35% 20
2016
Q3 		$61.3M Hold
970,154
– – 1.58% 18
2016
Q2 		$66M Hold
970,154
– – 1.74% 16
2016
Q1 		$59.1M Hold
970,154
– – 1.59% 17
2015
Q4 		$56.1M Hold
970,154
– – 1.52% 19
2015
Q3 		$54.9M Hold
970,154
– – 1.45% 22
2015
Q2 		$56M Hold
970,154
– – 1.4% 21
2015
Q1 		$64.6M Hold
970,154
– – 1.63% 18
2014
Q4 		$66.6M Hold
970,154
– – 1.68% 18
2014
Q3 		$60.6M Hold
970,154
– – 1.71% 19
2014
Q2 		$61.2M Hold
970,154
– – 1.74% 17
2014
Q1 		$57.1M Sell
970,154
-3,063
-0.3% -$185K 1.75% 18
2013
Q4 		$58.5M Sell
973,217
-204
-0% -$12.8K 1.85% 19
2013
Q3 		$61.7M Hold
973,421
– – 2.11% 13
2013
Q2 		$63.1M Buy
+973,421
New +$66.1M 2.26% 13

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Tom Gayner's WPC Position: Q3 2018 in Review

Tom Gayner sold out of W.P. Carey (WPC) in Q3 2018, closing a stake of 714,904 shares — an estimated $46.5M sold.

Tom Gayner first reported a position in WPC in Q2 2013 and held it in 21 quarters. The position peaked at $66.6M in Q4 2014. 415 funds tracked by Wall St. Rank hold WPC as of Q3 2018.

  • Tom Gayner reported no remaining W.P. Carey position as of Q3 2018 after selling out during the quarter.
  • Tom Gayner sold 714,904 W.P. Carey shares in Q3 2018, an estimated $46.5M.
  • Tom Gayner first reported a position in W.P. Carey in Q2 2013 and held it in 21 quarters.
  • Tom Gayner's W.P. Carey position peaked at $66.6M in Q4 2014.
  • 415 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2018.

Based on Markel Group's 13F filing for Q3 2018, filed 2 Nov 2018.