AAS
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Avantax Advisory Services’s W.P. Carey WPC Stock Holding History

Avantax Advisory Services’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 		$4.3M Sell
68,981
-1,316
-2% -$81K 0.02% 495
2025
Q1 		$4.44M Buy
70,297
+6,673
+10% +$395K 0.03% 454
2024
Q4 		$3.47M Buy
63,624
+517
+0.8% +$29.5K 0.02% 510
2024
Q3 		$3.93M Buy
63,107
+2,289
+4% +$136K 0.03% 463
2024
Q2 		$3.35M Buy
60,818
+8,558
+16% +$482K 0.02% 492
2024
Q1 		$2.95M Buy
52,260
+1,117
+2% +$66.9K 0.03% 435
2023
Q4 		$3.31M Sell
51,143
-2,359
-4% -$136K 0.03% 372
2023
Q3 		$2.83M Buy
53,502
+2,480
+5% +$159K 0.03% 368
2023
Q2 		$3.38M Buy
51,022
+1,859
+4% +$129K 0.04% 330
2023
Q1 		$3.73M Buy
49,163
+587
+1% +$46.8K 0.05% 302
2022
Q4 		$3.72M Buy
48,576
+2,444
+5% +$184K 0.05% 279
2022
Q3 		$3.15M Buy
46,132
+3,051
+7% +$250K 0.05% 282
2022
Q2 		$3.5M Buy
43,081
+2,880
+7% +$232K 0.05% 261
2022
Q1 		$3.17M Buy
40,201
+865
+2% +$66.4K 0.04% 288
2021
Q4 		$3.16M Sell
39,336
-1,168
-3% -$89.4K 0.05% 278
2021
Q3 		$2.9M Buy
40,504
+94
+0.2% +$7.16K 0.05% 272
2021
Q2 		$2.95M Sell
40,410
-1,131
-3% -$82.8K 0.05% 259
2021
Q1 		$2.87M Buy
41,541
+1,694
+4% +$114K 0.06% 235
2020
Q4 		$2.75M Sell
39,847
-3,109
-7% -$208K 0.07% 209
2020
Q3 		$2.75M Buy
42,956
+7,394
+21% +$498K 0.04% 304
2020
Q2 		$2.36M Buy
35,562
+294
+0.8% +$18.3K 0.07% 197
2020
Q1 		$2M Buy
35,268
+1,255
+4% +$95.2K 0.06% 193
2019
Q4 		$2.66M Buy
34,013
+26,498
+353% +$2.22M 0.06% 175
2019
Q3 		$661K Buy
7,515
+1,036
+16% +$88.3K 0.03% 278
2019
Q2 		$515K Buy
6,479
+877
+16% +$69.5K 0.02% 290
2019
Q1 		$430K Buy
5,602
+1,537
+38% +$111K 0.02% 291
2018
Q4 		$265K Buy
+4,065
New +$265K 0.04% 319

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

Avantax Advisory Services's WPC Position: Q2 2025 in Review

Avantax Advisory Services reduced its W.P. Carey (WPC) stake by 1.9% in Q2 2025, selling an estimated $81K and leaving 68,981 shares worth $4.3M. The position accounts for 0.02% of the portfolio, ranked #495.

Avantax Advisory Services first reported a position in WPC in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.44M in Q1 2025. 820 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Avantax Advisory Services held 68,981 shares of W.P. Carey worth $4.3M as of Q2 2025.
  • Avantax Advisory Services sold 1,316 W.P. Carey shares in Q2 2025, an estimated $81K.
  • W.P. Carey made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #495 holding.
  • Avantax Advisory Services first reported a position in W.P. Carey in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's W.P. Carey position peaked at $4.44M in Q1 2025.
  • 820 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.