UBS AM’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Sell |
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|
2025
Q2 | $160M | Buy |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $119M | Buy |
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|
2024
Q3 | $128M | Buy |
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|
2024
Q2 | $14.9M | Sell |
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|
2024
Q1 | $107M | Sell |
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|
2023
Q4 | $125M | Buy |
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|
2023
Q3 | $99.7M | Buy |
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|
2023
Q2 | $134M | Hold |
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|
2023
Q1 | $134M | Buy |
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|
2022
Q4 | $132M | Buy |
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|
2022
Q3 | $105M | Sell |
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|
2022
Q2 | $128M | Buy |
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|
2022
Q1 | $116M | Sell |
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|
2021
Q4 | $118M | Buy |
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|
2021
Q3 | $98M | Buy |
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|
2021
Q2 | $97M | Sell |
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|
2021
Q1 | $96.1M | Buy |
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|
2020
Q4 | $94.8M | Buy |
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|
2020
Q3 | $75.7M | Buy |
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|
2020
Q2 | $71.9M | Sell |
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|
2020
Q1 | $83M | Buy |
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|
2019
Q4 | $111M | Buy |
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|
2019
Q3 | $116M | Buy |
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|
2019
Q2 | $86.4M | Buy |
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|
2019
Q1 | $79.2M | Buy |
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|
2018
Q4 | $54.9M | Buy |
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|
2018
Q3 | $22M | Buy |
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|
2018
Q2 | $21.9M | Sell |
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|
2018
Q1 | $20.5M | Buy |
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|
2017
Q4 | $18.9M | Buy |
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|
2017
Q3 | $16M | Buy |
|
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|
2017
Q2 | $14.9M | Buy |
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|
2017
Q1 | $11.6M | Buy |
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|
2016
Q4 | $9.02M | Sell |
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|
2016
Q3 | $14.9M | Sell |
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|
2016
Q2 | $16.6M | Sell |
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|
2016
Q1 | $15.1M | Sell |
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|
2015
Q4 | $17.9M | Buy |
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|
2015
Q3 | $16.9M | Buy |
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|
2015
Q2 | $15.7M | Sell |
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|
2015
Q1 | $18.7M | Buy |
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|
2014
Q4 | $16.7M | Buy |
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|
2014
Q3 | $8.22M | Buy |
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|
2014
Q2 | $7.94M | Buy |
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|
2014
Q1 | $6.92M | Buy |
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|
2013
Q4 | $4.41M | Buy |
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|
2013
Q3 | $4.45M | Sell |
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|
2013
Q2 | $4.79M | Buy |
|