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

USS Investment Management’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
Q3 		– Sell
-86,454
Closed -$4.76M – 561
2024
Q2 		$4.76M Buy
86,454
+3,304
+4% +$186K 0.04% 390
2024
Q1 		$4.69M Buy
83,150
+12,830
+18% +$768K 0.04% 393
2023
Q4 		$4.56M Sell
70,320
-1,224
-2% -$70.5K 0.04% 400
2023
Q3 		$3.79M Buy
71,544
+17,197
+32% +$1.1M 0.04% 420
2023
Q2 		$3.6M Buy
54,347
+2,673
+5% +$186K 0.04% 423
2023
Q1 		$3.92M Buy
51,674
+3,805
+8% +$303K 0.05% 396
2022
Q4 		$3.66M Buy
47,869
+3,033
+7% +$228K 0.05% 397
2022
Q3 		$3.07M Sell
44,836
-11,192
-20% -$916K 0.04% 416
2022
Q2 		$4.55M Sell
56,028
-1,917
-3% -$155K 0.05% 401
2022
Q1 		$4.59M Buy
57,945
+18,394
+47% +$1.41M 0.04% 462
2021
Q4 		$3.18M Hold
39,551
– – 0.02% 549
2021
Q3 		$2.83M Buy
+39,551
New +$3.01M 0.02% 568

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

USS Investment Management's WPC Position: Q3 2024 in Review

USS Investment Management sold out of W.P. Carey (WPC) in Q3 2024, closing a stake of 86,454 shares — an estimated $4.76M sold.

USS Investment Management first reported a position in WPC in Q3 2021 and held it in 12 quarters. The position peaked at $4.76M in Q2 2024. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • USS Investment Management reported no remaining W.P. Carey position as of Q3 2024 after selling out during the quarter.
  • USS Investment Management sold 86,454 W.P. Carey shares in Q3 2024, an estimated $4.76M.
  • USS Investment Management first reported a position in W.P. Carey in Q3 2021 and held it in 12 quarters.
  • USS Investment Management's W.P. Carey position peaked at $4.76M in Q2 2024.
  • 801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on USS Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.