VHAM
WPC icon

Van Hulzen Asset Management’s W.P. Carey WPC Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-1,624
Closed -$88.5K – 1127
2024
Q4 		$88.5K Buy
+1,624
New +$92.5K 0.01% 417
2023
Q3 		– Sell
-3,930
Closed -$260K – 321
2023
Q2 		$260K Sell
3,930
-165
-4% -$11.5K 0.02% 263
2023
Q1 		$311K Sell
4,095
-199
-5% -$15.9K 0.03% 226
2022
Q4 		$329K Hold
4,294
– – 0.04% 220
2022
Q3 		$294K Buy
4,294
+1,227
+40% +$100K 0.04% 216
2022
Q2 		$249K Buy
3,067
+254
+9% +$20.5K 0.03% 249
2022
Q1 		$223K Hold
2,813
– – 0.02% 277
2021
Q4 		$226K Sell
2,813
-817
-23% -$62.5K 0.02% 275
2021
Q3 		$260K Buy
3,630
+102
+3% +$7.76K 0.04% 225
2021
Q2 		$258K Hold
3,528
– – 0.04% 221
2021
Q1 		$244K Hold
3,528
– – 0.04% 222
2020
Q4 		$244K Hold
3,528
– – 0.04% 236
2020
Q3 		$225K Hold
3,528
– – 0.03% 234
2020
Q2 		$234K Hold
3,528
– – 0.04% 223
2020
Q1 		$201K Hold
3,528
– – 0.04% 231
2019
Q4 		$277K Sell
3,528
-408
-10% -$34.2K 0.05% 219
2019
Q3 		$345K Sell
3,936
-204
-5% -$17.4K 0.07% 188
2019
Q2 		$329K Sell
4,140
-409
-9% -$32.4K 0.07% 190
2019
Q1 		$349K Sell
4,549
-204
-4% -$14.7K 0.09% 153
2018
Q4 		$304K Buy
4,753
+255
+6% +$16.6K 0.09% 162
2018
Q3 		$283K Sell
4,498
-255
-5% -$16.4K 0.08% 172
2018
Q2 		$309K Sell
4,753
-459
-9% -$29.1K 0.09% 139
2018
Q1 		$316K Sell
5,212
-28
-0.5% -$1.72K 0.1% 135
2017
Q4 		$354K Hold
5,240
– – 0.11% 142
2017
Q3 		$346K Buy
+5,240
New +$349K 0.12% 123

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Van Hulzen Asset Management's WPC Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 1,624 shares — an estimated $88.5K sold.

Van Hulzen Asset Management first reported a position in WPC in Q3 2017 and held it in 25 quarters. The position peaked at $354K in Q4 2017. 823 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,624 W.P. Carey shares in Q1 2025, an estimated $88.5K.
  • Van Hulzen Asset Management first reported a position in W.P. Carey in Q3 2017 and held it in 25 quarters.
  • Van Hulzen Asset Management's W.P. Carey position peaked at $354K in Q4 2017.
  • 823 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.