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Binnacle Investments’s W.P. Carey WPC Stock Holding History

Binnacle Investments’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 		$541 Buy
+8
New +$524 ﹤0.01% 844
2025
Q2 		– Sell
-8
Closed -$505 – 859
2025
Q1 		$505 Buy
+8
New +$474 ﹤0.01% 699

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

Binnacle Investments's WPC Position: Q3 2025 in Review

Binnacle Investments opened a new position in W.P. Carey (WPC) in Q3 2025: 8 shares worth $541. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Binnacle Investments previously reported a position in WPC as recently as Q1 2025.

Binnacle Investments first reported a position in WPC in Q1 2025 and has held it in 2 quarters since. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Binnacle Investments held 8 shares of W.P. Carey worth $541 as of Q3 2025.
  • W.P. Carey was a new Binnacle Investments position in Q3 2025.
  • W.P. Carey made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #844 holding.
  • Binnacle Investments first reported a position in W.P. Carey in Q1 2025 and has held it in 2 quarters since.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.