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BOK Financial’s W.P. Carey WPC Stock Holding History

BOK Financial’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
-68
Closed -$4.24K – 1227
2025
Q2 		$4.24K Hold
68
– – ﹤0.01% 1010
2025
Q1 		$4.29K Hold
68
– – ﹤0.01% 1054
2024
Q4 		$3.66K Sell
68
-3
-4% -$171 ﹤0.01% 1077
2024
Q3 		$4.33K Sell
71
-212
-75% -$12.6K ﹤0.01% 1081
2024
Q2 		$15.6K Hold
283
– – ﹤0.01% 925
2024
Q1 		$15.9K Sell
283
-500
-64% -$29.9K ﹤0.01% 925
2023
Q4 		$50.7K Buy
783
+494
+171% +$28.5K ﹤0.01% 806
2023
Q3 		$15.2K Buy
289
+241
+502% +$15.4K ﹤0.01% 870
2023
Q2 		$3.17K Hold
48
– – ﹤0.01% 1008
2023
Q1 		$3.64K Buy
+48
New +$3.83K ﹤0.01% 1078
2015
Q2 		– Sell
-3,898
Closed -$260K – 892
2015
Q1 		$260K Buy
+3,898
New +$268K 0.01% 713
2014
Q4 		– Sell
-3,310
Closed -$206K – 800
2014
Q3 		$206K Buy
+3,310
New +$217K 0.01% 796

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

BOK Financial's WPC Position: Q3 2025 in Review

BOK Financial sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 68 shares — an estimated $4.24K sold.

BOK Financial first reported a position in WPC in Q3 2014 and held it in 12 quarters. The position peaked at $260K in Q1 2015. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • BOK Financial reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • BOK Financial sold 68 W.P. Carey shares in Q3 2025, an estimated $4.24K.
  • BOK Financial first reported a position in W.P. Carey in Q3 2014 and held it in 12 quarters.
  • BOK Financial's W.P. Carey position peaked at $260K in Q1 2015.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.