Catalyst Capital Advisors’s W.P. Carey WPC Stock Holding History

Catalyst Capital Advisors’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	-1,303	Closed	-$88K	–	462
2025 Q3	$88K	Sell	1,303 -510	-28%	-$33.4K	﹤0.01%	337
2025 Q2	$113K	Buy	1,813 +233	+15%	+$14.3K	﹤0.01%	317
2025 Q1	$99.7K	Buy	+1,580	New	+$93.5K	﹤0.01%	302
2015 Q2	–	Sell	-16	Closed	-$1K	–	566
2015 Q1	$1K	Hold	16	–	–	﹤0.01%	436
2014 Q4	$1K	Hold	16	–	–	﹤0.01%	490
2014 Q3	$1K	Buy	+16	New	+$1.05K	﹤0.01%	418

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

Catalyst Capital Advisors's WPC Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 1,303 shares — an estimated $88K sold.

Catalyst Capital Advisors first reported a position in WPC in Q3 2014 and held it in 6 quarters. The position peaked at $113K in Q2 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Catalyst Capital Advisors reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 1,303 W.P. Carey shares in Q4 2025, an estimated $88K.
Catalyst Capital Advisors first reported a position in W.P. Carey in Q3 2014 and held it in 6 quarters.
Catalyst Capital Advisors's W.P. Carey position peaked at $113K in Q2 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.