AFCM
WPC icon

Applied Finance Capital Management’s W.P. Carey WPC Stock Holding History

Applied Finance Capital Management’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
2025
Q4 		– Sell
-4,517
Closed -$305K – 307
2025
Q3 		$305K Buy
+4,517
New +$296K 0.02% 228
2025
Q2 		– Sell
-5,490
Closed -$346K – 367
2025
Q1 		$346K Buy
5,490
+221
+4% +$13.1K 0.03% 231
2024
Q4 		$287K Hold
5,269
– – 0.01% 251
2024
Q3 		$328K Sell
5,269
-615
-10% -$36.5K 0.01% 244
2024
Q2 		$324K Buy
+5,884
New +$332K 0.02% 243

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Applied Finance Capital Management's WPC Position: Q4 2025 in Review

Applied Finance Capital Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 4,517 shares — an estimated $305K sold.

Applied Finance Capital Management first reported a position in WPC in Q2 2024 and held it in 5 quarters. The position peaked at $346K in Q1 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Applied Finance Capital Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 4,517 W.P. Carey shares in Q4 2025, an estimated $305K.
  • Applied Finance Capital Management first reported a position in W.P. Carey in Q2 2024 and held it in 5 quarters.
  • Applied Finance Capital Management's W.P. Carey position peaked at $346K in Q1 2025.
  • 858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.