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Atria Wealth Solutions’s W.P. Carey WPC Stock Holding History

Atria Wealth Solutions’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
Q2 		$971K Sell
15,381
-88,779
-85% -$5.47M 0.02% 647
2025
Q1 		$6.58M Buy
104,160
+2,087
+2% +$124K 0.08% 265
2024
Q4 		$5.57M Buy
102,073
+36,354
+55% +$2.07M 0.06% 330
2024
Q3 		$4.1M Sell
65,719
-1,854
-3% -$110K 0.04% 396
2024
Q2 		$3.73M Sell
67,573
-4,270
-6% -$241K 0.04% 414
2024
Q1 		$4.11M Buy
71,843
+424
+0.6% +$25.4K 0.05% 394
2023
Q4 		$4.64M Sell
71,419
-259
-0.4% -$14.9K 0.06% 336
2023
Q3 		$3.81M Buy
71,678
+17,023
+31% +$1.09M 0.05% 361
2023
Q2 		$3.62M Buy
54,655
+3,109
+6% +$216K 0.05% 375
2023
Q1 		$3.96M Sell
51,546
-2,221
-4% -$177K 0.06% 320
2022
Q4 		$4.12M Sell
53,767
-429
-0.8% -$32.2K 0.07% 292
2022
Q3 		$3.71M Buy
54,196
+9,905
+22% +$811K 0.06% 299
2022
Q2 		$3.63M Buy
44,291
+5,989
+16% +$483K 0.07% 298
2022
Q1 		$3.06M Buy
+38,302
New +$2.94M 0.05% 364

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's WPC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its W.P. Carey (WPC) stake by 85% in Q2 2025, selling an estimated $5.47M and leaving 15,381 shares worth $971K. The position accounts for 0.02% of the portfolio, ranked #647.

Atria Wealth Solutions first reported a position in WPC in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.58M in Q1 2025. 821 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Atria Wealth Solutions held 15,381 shares of W.P. Carey worth $971K as of Q2 2025.
  • Atria Wealth Solutions sold 88,779 W.P. Carey shares in Q2 2025, an estimated $5.47M.
  • W.P. Carey made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #647 holding.
  • Atria Wealth Solutions first reported a position in W.P. Carey in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's W.P. Carey position peaked at $6.58M in Q1 2025.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.