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Avondale Wealth Management’s W.P. Carey WPC Stock Holding History

Avondale Wealth Management’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
-1,500
Closed -$93.6K – 111
2025
Q2 		$93.6K Buy
+1,500
New +$92.4K 0.05% 74
2024
Q4 		– Sell
-1,000
Closed -$62.3K – 117
2024
Q3 		$62.3K Buy
+1,000
New +$59.3K 0.04% 80
2023
Q1 		– Sell
-1,214
Closed -$92.9K – 134
2022
Q4 		$92.9K Buy
1,214
+715
+143% +$53.7K 0.08% 52
2022
Q3 		$34K Buy
+499
New +$40.8K 0.04% 81

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Avondale Wealth Management's WPC Position: Q3 2025 in Review

Avondale Wealth Management sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 1,500 shares — an estimated $93.6K sold.

Avondale Wealth Management first reported a position in WPC in Q3 2022 and held it in 4 quarters. The position peaked at $93.6K in Q2 2025. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Avondale Wealth Management reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 1,500 W.P. Carey shares in Q3 2025, an estimated $93.6K.
  • Avondale Wealth Management first reported a position in W.P. Carey in Q3 2022 and held it in 4 quarters.
  • Avondale Wealth Management's W.P. Carey position peaked at $93.6K in Q2 2025.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.