WWP
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WR Wealth Planners’s W.P. Carey WPC Stock Holding History

WR Wealth Planners’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
Q4 		$5.12K Buy
94
+6
+7% +$342 ﹤0.01% 695
2024
Q3 		$5.48K Buy
88
+1
+1% +$59 ﹤0.01% 726
2024
Q2 		$4.79K Buy
87
+6
+7% +$338 ﹤0.01% 726
2024
Q1 		$4.57K Buy
+81
New +$4.85K ﹤0.01% 736
2023
Q4 		– Sell
-34
Closed -$1.78K – 863
2023
Q3 		$1.78K Buy
+34
New +$2.18K ﹤0.01% 788

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
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's WPC Position: Q4 2024 in Review

WR Wealth Planners increased its W.P. Carey (WPC) stake by 6.8% in Q4 2024, buying an estimated $342 and bringing the position to 94 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

WR Wealth Planners first reported a position in WPC in Q3 2023 and has held it in 5 quarters since. The position peaked at $5.48K in Q3 2024. 782 funds tracked by Wall St. Rank hold WPC as of Q4 2024.

  • WR Wealth Planners held 94 shares of W.P. Carey worth $5.12K as of Q4 2024.
  • WR Wealth Planners bought 6 W.P. Carey shares in Q4 2024, an estimated $342.
  • W.P. Carey made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #695 holding.
  • WR Wealth Planners first reported a position in W.P. Carey in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's W.P. Carey position peaked at $5.48K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.