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Aurora Private Wealth’s W.P. Carey WPC Stock Holding History

Aurora Private Wealth’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 		$633K Sell
10,149
-1,328
-12% -$81.8K 0.47% 54
2025
Q1 		$724K Buy
11,477
+23
+0.2% +$1.36K 0.58% 44
2024
Q4 		$624K Sell
11,454
-192
-2% -$10.9K 0.47% 59
2024
Q3 		$726K Buy
11,646
+37
+0.3% +$2.19K 0.57% 50
2024
Q2 		$639K Sell
11,609
-971
-8% -$54.7K 0.56% 48
2024
Q1 		$705K Sell
12,580
-882
-7% -$52.8K 0.61% 46
2023
Q4 		$872K Sell
13,462
-145
-1% -$8.35K 0.82% 33
2023
Q3 		$721K Sell
13,607
-37
-0.3% -$2.37K 0.8% 37
2023
Q2 		$903K Buy
13,644
+103
+0.8% +$7.16K 1.03% 25
2023
Q1 		$1.03M Sell
13,541
-1,551
-10% -$124K 1.09% 20
2022
Q4 		$1.16M Sell
15,092
-913
-6% -$68.6K 1.32% 17
2022
Q3 		$1.09M Buy
16,005
+1,733
+12% +$142K 0.51% 33
2022
Q2 		$1.16M Sell
14,272
-11
-0.1% -$888 0.52% 33
2022
Q1 		$1.13M Sell
14,283
-41
-0.3% -$3.15K 0.47% 40
2021
Q4 		$1.15M Buy
14,324
+72
+0.5% +$5.51K 0.5% 35
2021
Q3 		$1.02M Buy
+14,252
New +$1.08M 0.41% 51
2021
Q2 		– Sell
-15,281
Closed -$1.06M – 236
2021
Q1 		$1.06M Sell
15,281
-287
-2% -$19.2K 0.44% 48
2020
Q4 		$1.08M Sell
15,568
-356
-2% -$23.8K 0.46% 48
2020
Q3 		$1.02M Sell
15,924
-682
-4% -$46K 0.43% 47
2020
Q2 		$1.1M Sell
16,606
-8,902
-35% -$553K 0.51% 36
2020
Q1 		$1.45M Buy
25,508
+6,110
+31% +$463K 0.51% 42
2019
Q4 		$1.52M Buy
+19,398
New +$1.63M 0.54% 34

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aurora Private Wealth's WPC Position: Q2 2025 in Review

Aurora Private Wealth reduced its W.P. Carey (WPC) stake by 12% in Q2 2025, selling an estimated $81.8K and leaving 10,149 shares worth $633K. The position accounts for 0.47% of the portfolio, ranked #54.

Aurora Private Wealth first reported a position in WPC in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.52M in Q4 2019. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Aurora Private Wealth held 10,149 shares of W.P. Carey worth $633K as of Q2 2025.
  • Aurora Private Wealth sold 1,328 W.P. Carey shares in Q2 2025, an estimated $81.8K.
  • W.P. Carey made up 0.47% of Aurora Private Wealth's portfolio in Q2 2025, its #54 holding.
  • Aurora Private Wealth first reported a position in W.P. Carey in Q4 2019 and has held it in 22 quarters since.
  • Aurora Private Wealth's W.P. Carey position peaked at $1.52M in Q4 2019.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.