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Clearview Wealth Advisors’s W.P. Carey WPC Stock Holding History

Clearview Wealth 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 		$203K Sell
3,154
-151
-5% -$10.1K 0.13% 102
2025
Q3 		$223K Sell
3,305
-94
-3% -$6.15K 0.14% 100
2025
Q2 		$212K Sell
3,399
-26
-0.8% -$1.6K 0.15% 100
2025
Q1 		$216K Buy
+3,425
New +$203K 0.16% 97
2024
Q4 		– Sell
-3,567
Closed -$222K – 99
2024
Q3 		$222K Sell
3,567
-128
-3% -$7.59K 0.17% 90
2024
Q2 		$203K Sell
3,695
-178
-5% -$10K 0.18% 94
2024
Q1 		$219K Sell
3,873
-106
-3% -$6.34K 0.22% 100
2023
Q4 		$258K Sell
3,979
-159
-4% -$9.16K 0.3% 101
2023
Q3 		$219K Sell
4,138
-132
-3% -$8.46K 0.27% 110
2023
Q2 		$283K Sell
4,270
-66
-2% -$4.59K 0.29% 93
2023
Q1 		$329K Sell
4,336
-1,869
-30% -$149K 0.33% 88
2022
Q4 		$475K Sell
6,205
-23
-0.4% -$1.73K 0.37% 64
2022
Q3 		$426K Buy
6,228
+204
+3% +$16.7K 0.34% 55
2022
Q2 		$489K Buy
6,024
+240
+4% +$19.4K 0.37% 52
2022
Q1 		$458K Buy
5,784
+492
+9% +$37.7K 0.3% 56
2021
Q4 		$425K Buy
5,292
+308
+6% +$23.6K 0.26% 80
2021
Q3 		$357K Buy
4,984
+212
+4% +$16.1K 0.23% 82
2021
Q2 		$349K Sell
4,772
-7
-0.1% -$512 0.22% 86
2021
Q1 		$331K Sell
4,779
-40
-0.8% -$2.68K 0.21% 88
2020
Q4 		$333K Buy
+4,819
New +$322K 0.22% 81

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clearview Wealth Advisors's WPC Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its W.P. Carey (WPC) stake by 4.6% in Q4 2025, selling an estimated $10.1K and leaving 3,154 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #102.

Clearview Wealth Advisors first reported a position in WPC in Q4 2020 and has held it in 20 quarters since. The position peaked at $489K in Q2 2022. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Clearview Wealth Advisors held 3,154 shares of W.P. Carey worth $203K as of Q4 2025.
  • Clearview Wealth Advisors sold 151 W.P. Carey shares in Q4 2025, an estimated $10.1K.
  • W.P. Carey made up 0.13% of Clearview Wealth Advisors's portfolio in Q4 2025, its #102 holding.
  • Clearview Wealth Advisors first reported a position in W.P. Carey in Q4 2020 and has held it in 20 quarters since.
  • Clearview Wealth Advisors's W.P. Carey position peaked at $489K in Q2 2022.
  • 858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.