TTP Investments’s W.P. Carey WPC Stock Holding History

TTP 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
2023 Q3	–	Sell	-3,755	Closed	-$248K	–	42
2023 Q2	$248K	Sell	3,755 -81	-2%	-$5.63K	0.16%	34
2023 Q1	$291K	Sell	3,836 -15	-0.4%	-$1.2K	0.23%	29
2022 Q4	$295K	Sell	3,851 -87	-2%	-$6.54K	0.31%	28
2022 Q3	$269K	Buy	3,938 +53	+1%	+$4.34K	0.32%	28
2022 Q2	$315K	Buy	3,885 +101	+3%	+$8.15K	0.38%	25
2022 Q1	$300K	Sell	3,784 -134	-3%	-$10.3K	0.3%	23
2021 Q4	$315K	Buy	+3,918	New	+$300K	0.22%	28

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TTP Investments's WPC Position: Q3 2023 in Review

TTP Investments sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 3,755 shares — an estimated $248K sold.

TTP Investments first reported a position in WPC in Q4 2021 and held it in 7 quarters. The position peaked at $315K in Q2 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

TTP Investments reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
TTP Investments sold 3,755 W.P. Carey shares in Q3 2023, an estimated $248K.
TTP Investments first reported a position in W.P. Carey in Q4 2021 and held it in 7 quarters.
TTP Investments's W.P. Carey position peaked at $315K in Q2 2022.
745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on TTP Investments's 13F filing for Q3 2023, filed 16 Oct 2023.