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TwinBeech Capital’s W.P. Carey WPC Stock Holding History

TwinBeech Capital’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
2024
Q4 		– Sell
-7,937
Closed -$494K – 963
2024
Q3 		$494K Buy
+7,937
New +$470K 0.01% 593
2023
Q3 		– Sell
-12,073
Closed -$799K – 922
2023
Q2 		$799K Buy
+12,073
New +$839K 0.02% 475
2020
Q4 		– Sell
-4,216
Closed -$269K – 641
2020
Q3 		$269K Buy
+4,216
New +$284K 0.06% 361

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TwinBeech Capital's WPC Position: Q4 2024 in Review

TwinBeech Capital sold out of W.P. Carey (WPC) in Q4 2024, closing a stake of 7,937 shares — an estimated $494K sold.

TwinBeech Capital first reported a position in WPC in Q3 2020 and held it in 3 quarters. The position peaked at $799K in Q2 2023. 781 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • TwinBeech Capital reported no remaining W.P. Carey position as of Q4 2024 after selling out during the quarter.
  • TwinBeech Capital sold 7,937 W.P. Carey shares in Q4 2024, an estimated $494K.
  • TwinBeech Capital first reported a position in W.P. Carey in Q3 2020 and held it in 3 quarters.
  • TwinBeech Capital's W.P. Carey position peaked at $799K in Q2 2023.
  • 781 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.