WPC — WP CAREY INC

Ownership history in Consolidated Portfolio Review Corp  ·  4 quarters on record

This page tracks every 13F SEC filing in which Consolidated Portfolio Review Corp reported a position in WP CAREY INC (WPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.29% (2025 Q1)
Avg. % of fund
0.23%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 28,899 -330 -1.1% 0.25% $2.0M $66.62
2025 Q2 ADDED 29,229 +531 +1.9% 0.25% $1.8M $60.68
2025 Q1 ADDED 28,698 +13,546 +89.4% 0.29% $1.8M $60.51
2024 Q4 INITIATED 15,152 — — 0.13% $825K $51.49
% of Fund (quarterly)    WPC price (monthly, adj. close)

Other funds also holding WPC

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 5.04% Seneca House Advisors 3Y 7Y 2.97% EQUITY INVESTMENT CORP 3Y 7Y 2.11% Dupree Financial Group, LLC 2.08% Creegan & Nassoura Financial Group, LLC 3Y 7Y 2.07% Prairiewood Capital, LLC 3Y 1.96% Rock Point Advisors, LLC 3Y 7Y 1.83% Presima Securities ULC 3Y 7Y 1.6% Meixler Investment Management, Ltd. 3Y 1.48% Capital Square, LLC 3Y 1.25%
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