Beacon Capital Management Inc (Ohio)’s W.P. Carey WPC Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q4	–	Sell	-224	Closed	-$15.1K	–	155
2025 Q3	$15.1K	Hold	224	–	–	﹤0.01%	92
2025 Q2	$14K	Buy	+224	New	+$13.8K	﹤0.01%	76
2024 Q1	–	Sell	-224	Closed	-$14.5K	–	63
2023 Q4	$14.5K	Sell	224 -5	-2%	-$288	﹤0.01%	54
2023 Q3	$12.1K	Hold	229	–	–	﹤0.01%	46
2023 Q2	$15.1K	Hold	229	–	–	﹤0.01%	48
2023 Q1	$17.4K	Buy	+229	New	+$18.2K	﹤0.01%	60

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beacon Capital Management Inc (Ohio)'s WPC Position: Q4 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 224 shares — an estimated $15.1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in WPC in Q1 2023 and held it in 6 quarters. The position peaked at $17.4K in Q1 2023. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Beacon Capital Management Inc (Ohio) reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 224 W.P. Carey shares in Q4 2025, an estimated $15.1K.
Beacon Capital Management Inc (Ohio) first reported a position in W.P. Carey in Q1 2023 and held it in 6 quarters.
Beacon Capital Management Inc (Ohio)'s W.P. Carey position peaked at $17.4K in Q1 2023.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2025, filed 12 Feb 2026.