WP
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WealthSpring Partners’s W.P. Carey WPC Stock Holding History

WealthSpring 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
2023
Q3 		– Sell
-3,153
Closed -$209K – 75
2023
Q2 		$209K Sell
3,153
-1,307
-29% -$90.9K 0.15% 70
2023
Q1 		$338K Hold
4,460
– – 0.26% 55
2022
Q4 		$341K Sell
4,460
-2,401
-35% -$180K 0.27% 58
2022
Q3 		$469K Buy
+6,861
New +$562K 0.41% 42

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WealthSpring Partners's WPC Position: Q3 2023 in Review

WealthSpring Partners sold out of W.P. Carey (WPC) in Q3 2023, closing a stake of 3,153 shares — an estimated $209K sold.

WealthSpring Partners first reported a position in WPC in Q3 2022 and held it in 4 quarters. The position peaked at $469K in Q3 2022. 745 funds tracked by Wall St. Rank hold WPC as of Q3 2023.

  • WealthSpring Partners reported no remaining W.P. Carey position as of Q3 2023 after selling out during the quarter.
  • WealthSpring Partners sold 3,153 W.P. Carey shares in Q3 2023, an estimated $209K.
  • WealthSpring Partners first reported a position in W.P. Carey in Q3 2022 and held it in 4 quarters.
  • WealthSpring Partners's W.P. Carey position peaked at $469K in Q3 2022.
  • 745 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.