Atom Investors’s W.P. Carey WPC Stock Holding History

Atom Investors’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	-8,345	Closed	-$564K	–	832
2025 Q3	$564K	Buy	+8,345	New	+$546K	0.04%	345
2020 Q3	–	Sell	-3,421	Closed	-$227K	–	635
2020 Q2	$227K	Buy	+3,421	New	+$212K	0.01%	345
2019 Q3	–	Sell	-5,966	Closed	-$474K	–	450
2019 Q2	$474K	Sell	5,966 -4,736	-44%	-$375K	0.03%	306
2019 Q1	$821K	Sell	10,702 -6,816	-39%	-$491K	0.07%	200
2018 Q4	$1.12M	Buy	+17,518	New	+$1.14M	0.11%	311

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atom Investors's WPC Position: Q4 2025 in Review

Atom Investors sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 8,345 shares — an estimated $564K sold.

Atom Investors first reported a position in WPC in Q4 2018 and held it in 5 quarters. The position peaked at $1.12M in Q4 2018. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Atom Investors reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Atom Investors sold 8,345 W.P. Carey shares in Q4 2025, an estimated $564K.
Atom Investors first reported a position in W.P. Carey in Q4 2018 and held it in 5 quarters.
Atom Investors's W.P. Carey position peaked at $1.12M in Q4 2018.
856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.