Cloud Capital Management’s W.P. Carey WPC Stock Holding History

Cloud Capital Management’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	-3	Closed	–	–	1520
2025 Q3	$0	Buy	+3	New	+$196	﹤0.01%	1557

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Cloud Capital Management's WPC Position: Q4 2025 in Review

Cloud Capital Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 3 shares.

Cloud Capital Management first reported a position in WPC in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Cloud Capital Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 3 W.P. Carey shares in Q4 2025.
Cloud Capital Management first reported a position in W.P. Carey in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's W.P. Carey position peaked at $0 in Q3 2025.
856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.