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

Walker 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
2023 Q1	–	Sell	-3,043	Closed	-$233K	–	99
2022 Q4	$233K	Buy	3,043 +18	+0.6%	+$1.35K	0.2%	73
2022 Q3	$207K	Buy	3,025 +14	+0.5%	+$1.15K	0.19%	75
2022 Q2	$244K	Buy	3,011 +115	+4%	+$9.28K	0.22%	74
2022 Q1	$229K	Buy	2,896 +14	+0.5%	+$1.07K	0.18%	84
2021 Q4	$232K	Buy	+2,882	New	+$221K	0.2%	73

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Walker Asset Management's WPC Position: Q1 2023 in Review

Walker Asset Management sold out of W.P. Carey (WPC) in Q1 2023, closing a stake of 3,043 shares — an estimated $233K sold.

Walker Asset Management first reported a position in WPC in Q4 2021 and held it in 5 quarters. The position peaked at $244K in Q2 2022. 837 funds tracked by Wall St. Rank hold WPC as of Q1 2023.

Walker Asset Management reported no remaining W.P. Carey position as of Q1 2023 after selling out during the quarter.
Walker Asset Management sold 3,043 W.P. Carey shares in Q1 2023, an estimated $233K.
Walker Asset Management first reported a position in W.P. Carey in Q4 2021 and held it in 5 quarters.
Walker Asset Management's W.P. Carey position peaked at $244K in Q2 2022.
837 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2023.

Based on Walker Asset Management's 13F filing for Q1 2023, filed 11 Apr 2023.