Ken Fisher's WPC Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 5,262 shares of W. P. Carey Inc. (WPC) worth $338,670, representing 0.00% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in WPC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2020, adding 3,921 shares. Largest reduction occurred in Q4 2020, reducing 2,660 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's W P Carey (WPC) Holding Value Over Time
Track share changes against reported price movement
Quarterly W P Carey (WPC) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,782 | Reduce 25.30% | 5,262 | $64.36 |
| Q3 2025 | +3,448 | Add 95.88% | 7,044 | $67.57 |
| Q2 2025 | -901 | Reduce 20.04% | 3,596 | $62.39 |
| Q1 2025 | +459 | Add 11.37% | 4,497 | $63.12 |
| Q4 2024 | -397 | Reduce 8.95% | 4,038 | $54.48 |
| Q3 2024 | -555 | Reduce 11.12% | 4,435 | $62.31 |
| Q2 2024 | -1,984 | Reduce 28.45% | 4,990 | $55.05 |
| Q1 2024 | +163 | Add 2.39% | 6,974 | $56.44 |
| Q4 2023 | +70 | Add 1.04% | 6,811 | $64.81 |
| Q3 2023 | -1,125 | Reduce 14.30% | 6,741 | $52.97 |
| Q2 2023 | +1,256 | Add 19.00% | 7,866 | $66.17 |
| Q1 2023 | +403 | Add 6.49% | 6,610 | $75.86 |
| Q4 2022 | -2,036 | Reduce 24.70% | 6,207 | $76.53 |
| Q3 2022 | -1,531 | Reduce 15.66% | 8,243 | $68.42 |
| Q2 2022 | +3,910 | Add 66.68% | 9,774 | $81.13 |
| Q1 2022 | +198 | Add 3.49% | 5,864 | $79.13 |
| Q4 2021 | -754 | Reduce 11.74% | 5,666 | $80.30 |
| Q3 2021 | +580 | Add 9.93% | 6,420 | $71.50 |
| Q2 2021 | -172 | Reduce 2.86% | 5,840 | $73.12 |
| Q1 2021 | -1,053 | Reduce 14.90% | 6,012 | $69.36 |
| Q4 2020 | -2,660 | Reduce 27.35% | 7,065 | $69.07 |
| Q3 2020 | +3,921 | Add 67.56% | 9,725 | $63.86 |
| Q2 2020 | +360 | Add 6.61% | 5,804 | $66.33 |
| Q1 2020 | -614 | Reduce 10.14% | 5,444 | $56.94 |
| Q4 2019 | +363 | Add 6.37% | 6,058 | $78.41 |
| Q3 2019 | +18 | Add 0.32% | 5,695 | $87.62 |
| Q2 2019 | -1,032 | Reduce 15.38% | 5,677 | $79.44 |
| Q1 2019 | +1,085 | Add 19.29% | 6,709 | $76.76 |
| Q4 2018 | +1,567 | Add 38.62% | 5,624 | $64.01 |
| Q3 2018 | -542 | Reduce 11.79% | 4,057 | $63.10 |
| Q2 2018 | -990 | Reduce 17.71% | 4,599 | $65.01 |
| Q1 2018 | -10 | Reduce 0.18% | 5,589 | $60.65 |
| Q4 2017 | -503 | Reduce 8.24% | 5,599 | $67.51 |
| Q3 2017 | -915 | Reduce 13.04% | 6,102 | $66.04 |
| Q2 2017 | +1,940 | Add 38.21% | 7,017 | $64.70 |
| Q1 2017 | -307 | Reduce 5.70% | 5,077 | $60.86 |
| Q4 2016 | +153 | Add 2.92% | 5,384 | $57.95 |
| Q3 2016 | +154 | Add 3.03% | 5,231 | $63.28 |
| Q2 2016 | +1,633 | Add 47.42% | 5,077 | $68.35 |
| Q1 2016 | -53 | Reduce 1.52% | 3,444 | $60.98 |
| Q4 2015 | +3,497 | New Buy | 3,497 | $57.76 |
Ken Fisher's W P Carey Investment FAQs
Ken Fisher first purchased W. P. Carey Inc. (WPC) in Q4 2015, acquiring 3,497 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held W. P. Carey Inc. (WPC) for 41 quarters since Q4 2015.
Ken Fisher's largest addition to W. P. Carey Inc. (WPC) was in Q3 2020, adding 9,725 shares worth $621,000.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 5,262 shares of W. P. Carey Inc. (WPC), valued at approximately $338,670.
As of the Q4 2025 filing, W. P. Carey Inc. (WPC) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in W. P. Carey Inc. (WPC) was 9,774 shares, as reported at the end of Q2 2022.