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

Tortoise Investment Management’s Portfolio WPC Stock Details WPC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44.2K	Buy	708 +11	+2%	+$686	﹤0.01%	402
2025 Q1	$44K	Hold	697	–	–	﹤0.01%	391
2024 Q4	$38K	Hold	697	–	–	﹤0.01%	464
2024 Q3	$43.4K	Hold	697	–	–	﹤0.01%	432
2024 Q2	$38.4K	Hold	697	–	–	﹤0.01%	425
2024 Q1	$39.3K	Hold	697	–	–	﹤0.01%	410
2023 Q4	$45.2K	Hold	697	–	–	0.01%	370
2023 Q3	$37.7K	Hold	697	–	–	0.01%	374
2023 Q2	$47.1K	Hold	697	–	–	0.01%	356
2023 Q1	$54K	Hold	697	–	–	0.01%	326
2022 Q4	$54.5K	Buy	697 +220	+46%	+$17.2K	0.01%	321
2022 Q3	$33K	Hold	477	–	–	0.01%	365
2022 Q2	$40K	Hold	477	–	–	0.01%	329
2022 Q1	$39K	Hold	477	–	–	0.01%	334
2021 Q4	$39K	Hold	477	–	–	0.01%	318
2021 Q3	$35K	Hold	477	–	–	0.01%	315
2021 Q2	$36K	Hold	477	–	–	0.01%	305
2021 Q1	$34K	Hold	477	–	–	0.01%	293
2020 Q4	$34K	Hold	477	–	–	0.01%	277
2020 Q3	$31K	Hold	477	–	–	0.01%	267
2020 Q2	$32K	Hold	477	–	–	0.01%	256
2020 Q1	$28K	Hold	477	–	–	0.01%	263
2019 Q4	$38K	Hold	477	–	–	0.01%	262
2019 Q3	$43K	Hold	477	–	–	0.01%	251
2019 Q2	$39K	Hold	477	–	–	0.01%	272
2019 Q1	$37K	Sell	477 -250	-34%	-$19.4K	0.01%	269
2018 Q4	$48K	Hold	727	–	–	0.01%	240
2018 Q3	$47K	Hold	727	–	–	0.01%	245
2018 Q2	$48K	Hold	727	–	–	0.01%	249
2018 Q1	$45K	Sell	727 -525	-42%	-$32.5K	0.01%	255
2017 Q4	$86K	Sell	1,252 -290	-19%	-$19.9K	0.02%	196
2017 Q3	$104K	Hold	1,542	–	–	0.03%	178
2017 Q2	$102K	Sell	1,542 -238	-13%	-$15.7K	0.03%	161
2017 Q1	$111K	Hold	1,780	–	–	0.04%	140
2016 Q4	$105K	Hold	1,780	–	–	0.04%	140
2016 Q3	$115K	Sell	1,780 -116	-6%	-$7.49K	0.04%	120
2016 Q2	$132K	Hold	1,896	–	–	0.05%	119
2016 Q1	$118K	Sell	1,896 -3,050	-62%	-$190K	0.04%	124
2015 Q4	$292K	Hold	4,946	–	–	0.1%	95
2015 Q3	$286K	Hold	4,946	–	–	0.11%	92
2015 Q2	$292K	Sell	4,946 -1,725	-26%	-$102K	0.11%	91
2015 Q1	$454K	Buy	6,671 +6,156	+1,195%	+$419K	0.17%	78
2014 Q4	$36K	Buy	+515	New	+$36K	0.01%	240