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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Massachusetts Financial Services

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

Dimensional Fund Advisors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return