Sonora Investment Management Group, LLC WPC — WP CAREY INC

Ownership history in Sonora Investment Management Group, LLC  ·  16 quarters on record

AI Ownership Summary

Sonora Investment Management Group, LLC reported WP CAREY INC (WPC) in 16 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.89% in 2025 Q1. The latest visible filing shows WPC at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sonora Investment Management Group, LLC's position in WP CAREY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WPC was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WPC stock page Sonora Investment Management Group, LLC fund profile Sonora Investment Management Group, LLC full holdings
How Sonora Investment Management Group, LLC held WPC — position size vs. price
% of Fund (quarterly)    WPC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 182,282 -540 -0.3% 0.87% $12.3M 2025-11-14 (Est.) $65.77
2025 Q2 ADDED — — — 182,822 +4,817 +2.7% 0.85% $11.4M 2025-07-17 $58.80
2025 Q1 ADDED — — — 178,005 +19,493 +12.3% 0.89% $11.2M 2025-04-15 $57.27
2024 Q4 ADDED — — — 158,512 +467 +0.3% 0.66% $8.6M 2025-01-23 $51.08
2024 Q3 ADDED — — — 158,045 +14,639 +10.2% 0.73% $9.8M 2024-10-15 $54.64
2024 Q2 UNCHANGED — — — 143,406 — 0% 0.63% $8.1M 2024-07-12 $52.76
2024 Q1 ADDED — — — 143,406 +8,614 +6.4% 0.63% $8.1M 2024-05-14 $52.84
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WPC

As of 2026 Q1 — sorted by position size

Brummer Multi-Strategy AB 8.07% Waterfront Capital Partners, LLC 3Y 7Y 5.04% Seneca House Advisors 3Y 7Y 3.25% Gillson Capital LP 3Y 7Y 2.62% EQUITY INVESTMENT CORP 3Y 7Y 2.11% Rock Point Advisors, LLC 3Y 7Y 2.05% Prairiewood Capital, LLC 3Y 2.03% Pensionfund Sabic 3Y 7Y 1.83% Pensionfund PDN 3Y 7Y 1.74% Dupree Financial Group, LLC 1.7%

FAQ About Sonora Investment Management Group, LLC and WPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sonora Investment Management Group, LLC reported owning WPC?

Sonora Investment Management Group, LLC reported WPC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported WPC position in Sonora Investment Management Group, LLC's portfolio?

The largest reported portfolio weight for WPC was 0.89% in 2025 Q1.

What is the latest reported WPC position on this page?

The most recent filing on this page is 2025 Q3, when Sonora Investment Management Group, LLC reported 182,282 shares, equal to 0.87% of portfolio, with an estimated market value of $12.3M.

What does the chart on this WPC ownership page compare?

The chart compares Sonora Investment Management Group, LLC's quarterly WPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sonora Investment Management Group, LLC time their WPC position?

Based on 13F filing dates vs. subsequent WPC price moves, Sonora Investment Management Group, LLC correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on WPC relative to SPY over the holding period was -8.9%.

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