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

Versor 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
2025
Q3 		– Sell
-9,023
Closed -$563K – 938
2025
Q2 		$563K Buy
+9,023
New +$556K 0.1% 345
2025
Q1 		– Sell
-4,177
Closed -$228K – 973
2024
Q4 		$228K Hold
4,177
– – 0.04% 659
2024
Q3 		$260K Sell
4,177
-1,815
-30% -$108K 0.04% 633
2024
Q2 		$330K Sell
5,992
-3,300
-36% -$186K 0.06% 480
2024
Q1 		$524K Sell
9,292
-14,600
-61% -$874K 0.11% 314
2023
Q4 		$1.55M Buy
23,892
+10,831
+83% +$624K 0.32% 49
2023
Q3 		$692K Buy
13,061
+2,553
+24% +$164K 0.14% 204
2023
Q2 		$695K Sell
10,508
-1,016
-9% -$70.6K 0.12% 160
2023
Q1 		$874K Buy
11,524
+6,739
+141% +$537K 0.11% 145
2022
Q4 		$366K Sell
4,785
-16,540
-78% -$1.24M 0.03% 437
2022
Q3 		$1.46M Buy
+21,325
New +$1.75M 0.09% 132
2022
Q2 		– Sell
-14,131
Closed -$1.12M – 939
2022
Q1 		$1.12M Buy
14,131
+3,819
+37% +$293K 0.04% 108
2021
Q4 		$829K Sell
10,312
-3,165
-23% -$242K 0.03% 150
2021
Q3 		$964K Sell
13,477
-1,057
-7% -$80.5K 0.03% 119
2021
Q2 		$1.06M Buy
14,534
+4,937
+51% +$361K 0.04% 68
2021
Q1 		$665K Buy
+9,597
New +$643K 0.04% 99

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Versor Investments's WPC Position: Q3 2025 in Review

Versor Investments sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 9,023 shares — an estimated $563K sold.

Versor Investments first reported a position in WPC in Q1 2021 and held it in 16 quarters. The position peaked at $1.55M in Q4 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Versor Investments reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Versor Investments sold 9,023 W.P. Carey shares in Q3 2025, an estimated $563K.
  • Versor Investments first reported a position in W.P. Carey in Q1 2021 and held it in 16 quarters.
  • Versor Investments's W.P. Carey position peaked at $1.55M in Q4 2023.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.