ZIM
Zacks Investment Management’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5M | Buy |
569,650
+7,253
| +1% | +$452K | 0.3% | 89 |
|
|
2025
Q1 | $35.5M | Buy |
562,397
+47,499
| +9% | +$3M | 0.33% | 86 |
|
|
2024
Q4 | $28.1M | Sell |
514,898
-98,908
| -16% | -$5.39M | 0.26% | 103 |
|
|
2024
Q3 | $38.2M | Buy |
613,806
+59,075
| +11% | +$3.68M | 0.33% | 80 |
|
|
2024
Q2 | $30.5M | Buy |
554,731
+13,485
| +2% | +$742K | 0.34% | 73 |
|
|
2024
Q1 | $30.5M | Buy |
541,246
+34,128
| +7% | +$1.93M | 0.33% | 81 |
|
|
2023
Q4 | $32.9M | Sell |
507,118
-48,566
| -9% | -$3.15M | 0.4% | 69 |
|
|
2023
Q3 | $30.1M | Sell |
555,684
-4,668
| -0.8% | -$252K | 0.39% | 67 |
|
|
2023
Q2 | $37.9M | Buy |
560,352
+968
| +0.2% | +$65.4K | 0.48% | 61 |
|
|
2023
Q1 | $43.3M | Sell |
559,384
-639,695
| -53% | -$49.5M | 0.58% | 52 |
|
|
2022
Q4 | $42.7M | Buy |
1,199,079
+676,604
| +129% | +$24.1M | 0.6% | 45 |
|
|
2022
Q3 | $36.5M | Buy |
522,475
+13,452
| +3% | +$939K | 0.58% | 51 |
|
|
2022
Q2 | $42.2M | Buy |
509,023
+31,913
| +7% | +$2.64M | 0.64% | 53 |
|
|
2022
Q1 | $38.6M | Buy |
477,110
+32,489
| +7% | +$2.63M | 0.54% | 60 |
|
|
2021
Q4 | $36.5M | Sell |
444,621
-95
| -0% | -$7.8K | 0.51% | 58 |
|
|
2021
Q3 | $32.5M | Buy |
444,716
+8,077
| +2% | +$590K | 0.51% | 60 |
|
|
2021
Q2 | $32.6M | Buy |
436,639
+4,665
| +1% | +$348K | 0.53% | 60 |
|
|
2021
Q1 | $30.6M | Buy |
431,974
+1,926
| +0.4% | +$136K | 0.54% | 59 |
|
|
2020
Q4 | $30.4M | Sell |
430,048
-43,691
| -9% | -$3.08M | 0.56% | 60 |
|
|
2020
Q3 | $30.9M | Sell |
473,739
-11,637
| -2% | -$758K | 0.63% | 55 |
|
|
2020
Q2 | $32.8M | Buy |
485,376
+11,922
| +3% | +$807K | 0.72% | 50 |
|
|
2020
Q1 | $27.5M | Buy |
+473,454
| New | +$27.5M | 0.67% | 49 |
|
|
2019
Q3 | – | Sell |
-40,541
| Closed | -$3.29M | – | 590 |
|
|
2019
Q2 | $3.29M | Buy |
40,541
+2,613
| +7% | +$212K | 0.07% | 177 |
|
|
2019
Q1 | $2.97M | Sell |
37,928
-1,051
| -3% | -$82.3K | 0.06% | 196 |
|
|
2018
Q4 | $2.55M | Sell |
38,979
-17,691
| -31% | -$1.16M | 0.06% | 190 |
|
|
2018
Q3 | $3.64M | Buy |
56,670
+1,623
| +3% | +$104K | 0.08% | 185 |
|
|
2018
Q2 | $3.65M | Buy |
55,047
+4,036
| +8% | +$268K | 0.08% | 181 |
|
|
2018
Q1 | $3.16M | Buy |
+51,011
| New | +$3.16M | 0.07% | 197 |
|
|
2016
Q4 | – | Sell |
-26,057
| Closed | -$1.68M | – | 745 |
|
|
2016
Q3 | $1.68M | Buy |
26,057
+8,973
| +53% | +$579K | 0.05% | 235 |
|
|
2016
Q2 | $1.19M | Buy |
17,084
+12,363
| +262% | +$858K | 0.04% | 290 |
|
|
2016
Q1 | $294K | Buy |
+4,721
| New | +$294K | 0.01% | 497 |
|
|
2015
Q3 | – | Sell |
-5,099
| Closed | -$301K | – | 677 |
|
|
2015
Q2 | $301K | Sell |
5,099
-9,110
| -64% | -$538K | 0.01% | 532 |
|
|
2015
Q1 | $966K | Sell |
14,209
-2,469
| -15% | -$168K | 0.03% | 297 |
|
|
2014
Q4 | $1.17M | Sell |
16,678
-203
| -1% | -$14.2K | 0.04% | 247 |
|
|
2014
Q3 | $1.08M | Sell |
16,881
-502
| -3% | -$32K | 0.04% | 238 |
|
|
2014
Q2 | $1.12M | Buy |
17,383
+10,724
| +161% | +$690K | 0.04% | 238 |
|
|
2014
Q1 | $400K | Buy |
6,659
+1,550
| +30% | +$93.1K | 0.01% | 479 |
|
|
2013
Q4 | $313K | Buy |
5,109
+535
| +12% | +$32.8K | 0.01% | 530 |
|
|
2013
Q3 | $296K | Buy |
+4,574
| New | +$296K | 0.01% | 526 |
|