Briaud Financial Planning’s W.P. Carey WPC Stock Holding History

Briaud Financial Planning’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	-113	Closed	-$7K	–	346
2025 Q2	$7K	Buy	+113	New	+$6.96K	﹤0.01%	263

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Briaud Financial Planning's WPC Position: Q3 2025 in Review

Briaud Financial Planning sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 113 shares — an estimated $7K sold.

Briaud Financial Planning first reported a position in WPC in Q2 2025 and held it in 1 quarter. The position peaked at $7K in Q2 2025. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

Briaud Financial Planning reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 113 W.P. Carey shares in Q3 2025, an estimated $7K.
Briaud Financial Planning first reported a position in W.P. Carey in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's W.P. Carey position peaked at $7K in Q2 2025.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.