BlueStem Wealth Partners’s W.P. Carey WPC Stock Holding History

BlueStem Wealth 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 Q1	–	Sell	-4,344	Closed	-$237K	–	111
2024 Q4	$237K	Buy	+4,344	New	+$247K	0.03%	91

Other funds holding WPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlueStem Wealth Partners's WPC Position: Q1 2025 in Review

BlueStem Wealth Partners sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 4,344 shares — an estimated $237K sold.

BlueStem Wealth Partners first reported a position in WPC in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

BlueStem Wealth Partners reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
BlueStem Wealth Partners sold 4,344 W.P. Carey shares in Q1 2025, an estimated $237K.
BlueStem Wealth Partners first reported a position in W.P. Carey in Q4 2024 and held it in 1 quarter.
BlueStem Wealth Partners's W.P. Carey position peaked at $237K in Q4 2024.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on BlueStem Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.