William Blair & Company’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
19,752
+30
| +0.2% | +$1.87K | ﹤0.01% | 833 |
|
|
2025
Q1 | $1.24M | Sell |
19,722
-1,916
| -9% | -$121K | ﹤0.01% | 823 |
|
|
2024
Q4 | $1.18M | Sell |
21,638
-1,537
| -7% | -$83.7K | ﹤0.01% | 847 |
|
|
2024
Q3 | $1.44M | Sell |
23,175
-861
| -4% | -$53.6K | ﹤0.01% | 802 |
|
|
2024
Q2 | $1.32M | Sell |
24,036
-2,823
| -11% | -$155K | ﹤0.01% | 795 |
|
|
2024
Q1 | $1.52M | Sell |
26,859
-22,072
| -45% | -$1.25M | ﹤0.01% | 753 |
|
|
2023
Q4 | $3.17M | Buy |
48,931
+2,660
| +6% | +$172K | 0.01% | 565 |
|
|
2023
Q3 | $2.45M | Sell |
46,271
-10,411
| -18% | -$551K | 0.01% | 606 |
|
|
2023
Q2 | $3.75M | Sell |
56,682
-17,748
| -24% | -$1.17M | 0.01% | 507 |
|
|
2023
Q1 | $5.65M | Sell |
74,430
-270
| -0.4% | -$20.5K | 0.02% | 417 |
|
|
2022
Q4 | $5.72M | Sell |
74,700
-5,121
| -6% | -$392K | 0.02% | 401 |
|
|
2022
Q3 | $5.46M | Buy |
79,821
+233
| +0.3% | +$15.9K | 0.03% | 389 |
|
|
2022
Q2 | $6.46M | Buy |
79,588
+516
| +0.7% | +$41.9K | 0.03% | 366 |
|
|
2022
Q1 | $6.26M | Buy |
79,072
+2,460
| +3% | +$195K | 0.02% | 416 |
|
|
2021
Q4 | $6.16M | Buy |
76,612
+13,372
| +21% | +$1.07M | 0.02% | 439 |
|
|
2021
Q3 | $4.52M | Buy |
63,240
+1,305
| +2% | +$93.4K | 0.02% | 479 |
|
|
2021
Q2 | $4.53M | Sell |
61,935
-301
| -0.5% | -$22K | 0.02% | 477 |
|
|
2021
Q1 | $4.31M | Buy |
62,236
+3,738
| +6% | +$259K | 0.02% | 482 |
|
|
2020
Q4 | $4.04M | Buy |
58,498
+87
| +0.1% | +$6.01K | 0.01% | 477 |
|
|
2020
Q3 | $3.73M | Buy |
58,411
+197
| +0.3% | +$12.6K | 0.02% | 455 |
|
|
2020
Q2 | $3.86M | Sell |
58,214
-9,462
| -14% | -$627K | 0.02% | 431 |
|
|
2020
Q1 | $3.85M | Sell |
67,676
-340
| -0.5% | -$19.3K | 0.02% | 385 |
|
|
2019
Q4 | $5.33M | Sell |
68,016
-251
| -0.4% | -$19.7K | 0.03% | 382 |
|
|
2019
Q3 | $5.98M | Sell |
68,267
-11,151
| -14% | -$977K | 0.03% | 344 |
|
|
2019
Q2 | $6.32M | Sell |
79,418
-7,626
| -9% | -$606K | 0.04% | 333 |
|
|
2019
Q1 | $6.68M | Buy |
87,044
+10,073
| +13% | +$773K | 0.04% | 320 |
|
|
2018
Q4 | $4.93M | Buy |
76,971
+937
| +1% | +$60K | 0.04% | 336 |
|
|
2018
Q3 | $4.79M | Sell |
76,034
-116
| -0.2% | -$7.31K | 0.03% | 378 |
|
|
2018
Q2 | $4.95M | Buy |
76,150
+1,737
| +2% | +$113K | 0.03% | 356 |
|
|
2018
Q1 | $4.52M | Sell |
74,413
-385
| -0.5% | -$23.4K | 0.03% | 372 |
|
|
2017
Q4 | $5.05M | Sell |
74,798
-2,400
| -3% | -$162K | 0.03% | 355 |
|
|
2017
Q3 | $5.1M | Buy |
77,198
+9,491
| +14% | +$626K | 0.04% | 333 |
|
|
2017
Q2 | $4.38M | Buy |
+67,707
| New | +$4.38M | 0.03% | 377 |
|