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Avantax Planning Partners’s W.P. Carey WPC Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-3,260
Closed -$203K – 461
2025
Q2 		$203K Sell
3,260
-947
-23% -$58.3K 0.01% 427
2025
Q1 		$266K Sell
4,207
-2,012
-32% -$119K 0.01% 364
2024
Q4 		$339K Sell
6,219
-218
-3% -$12.4K 0.01% 312
2024
Q3 		$401K Buy
6,437
+176
+3% +$10.4K 0.01% 288
2024
Q2 		$345K Buy
6,261
+437
+8% +$24.6K 0.01% 338
2024
Q1 		$329K Buy
5,824
+2,445
+72% +$146K 0.01% 350
2023
Q4 		$219K Sell
3,379
-1,109
-25% -$63.9K 0.01% 348
2023
Q3 		$238K Buy
4,488
+262
+6% +$16.8K 0.01% 322
2023
Q2 		$280K Buy
4,226
+319
+8% +$22.2K 0.01% 304
2023
Q1 		$296K Buy
3,907
+715
+22% +$57K 0.01% 296
2022
Q4 		$244K Hold
3,192
– – 0.01% 322
2022
Q3 		$218K Buy
3,192
+104
+3% +$8.51K 0.01% 317
2022
Q2 		$251K Buy
3,088
+51
+2% +$4.12K 0.01% 295
2022
Q1 		$240K Buy
3,037
+357
+13% +$27.4K 0.01% 315
2021
Q4 		$215K Buy
+2,680
New +$205K 0.01% 325
2020
Q1 		– Sell
-2,728
Closed -$214K – 317
2019
Q4 		$214K Hold
2,728
– – 0.01% 284
2019
Q3 		$239K Sell
2,728
-174
-6% -$14.8K 0.01% 269
2019
Q2 		$237K Hold
2,902
– – 0.02% 266
2019
Q1 		$223K Sell
2,902
-528
-15% -$38K 0.02% 267
2018
Q4 		$219K Buy
3,430
+3,154
+1,143% +$205K 0.02% 247
2018
Q3 		$17K Buy
+276
New +$17.8K ﹤0.01% 749
2018
Q2 		– Sell
-2,785
Closed -$169K – 1489
2018
Q1 		$169K Sell
2,785
-233
-8% -$14.3K 0.01% 323
2017
Q4 		$204K Sell
3,018
-791
-21% -$54.1K 0.02% 293
2017
Q3 		$251K Buy
3,809
+9
+0.2% +$599 0.02% 319
2017
Q2 		$246K Sell
3,800
-40
-1% -$2.53K 0.02% 294
2017
Q1 		$234K Hold
3,840
– – 0.02% 286
2016
Q4 		$222K Buy
+3,840
New +$225K 0.02% 280

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Avantax Planning Partners's WPC Position: Q3 2025 in Review

Avantax Planning Partners sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 3,260 shares — an estimated $203K sold.

Avantax Planning Partners first reported a position in WPC in Q4 2016 and held it in 27 quarters. The position peaked at $401K in Q3 2024. 820 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Avantax Planning Partners reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 3,260 W.P. Carey shares in Q3 2025, an estimated $203K.
  • Avantax Planning Partners first reported a position in W.P. Carey in Q4 2016 and held it in 27 quarters.
  • Avantax Planning Partners's W.P. Carey position peaked at $401K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.