WWP
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Walden Wealth Partners’s W.P. Carey WPC Stock Holding History

Walden Wealth Partners’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
Q2 		$542K Hold
9,851
– – 0.3% 47
2024
Q1 		$543K Hold
9,851
– – 0.32% 45
2023
Q4 		$638K Buy
+9,851
New +$568K 0.4% 38

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Walden Wealth Partners's WPC Position: Q2 2024 in Review

Walden Wealth Partners held its W.P. Carey (WPC) position steady in Q2 2024 at 9,851 shares worth $542K. The position accounts for 0.3% of the portfolio, ranked #47.

Walden Wealth Partners first reported a position in WPC in Q4 2023 and has held it in 3 quarters since. The position peaked at $638K in Q4 2023. 782 funds tracked by Wall St. Rank hold WPC as of Q2 2024.

  • Walden Wealth Partners held 9,851 shares of W.P. Carey worth $542K as of Q2 2024.
  • Walden Wealth Partners left its W.P. Carey share count unchanged in Q2 2024.
  • W.P. Carey made up 0.3% of Walden Wealth Partners's portfolio in Q2 2024, its #47 holding.
  • Walden Wealth Partners first reported a position in W.P. Carey in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's W.P. Carey position peaked at $638K in Q4 2023.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.