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Congress Wealth Management’s W.P. Carey WPC Stock Holding History

Congress Wealth 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
Q2 		$570K Buy
9,144
+201
+2% +$12.4K 0.01% 878
2025
Q1 		$564K Buy
+8,943
New +$529K 0.01% 777

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Congress Wealth Management's WPC Position: Q2 2025 in Review

Congress Wealth Management increased its W.P. Carey (WPC) stake by 2.2% in Q2 2025, buying an estimated $12.4K and bringing the position to 9,144 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #878.

Congress Wealth Management first reported a position in WPC in Q1 2025 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Congress Wealth Management held 9,144 shares of W.P. Carey worth $570K as of Q2 2025.
  • Congress Wealth Management bought 201 W.P. Carey shares in Q2 2025, an estimated $12.4K.
  • W.P. Carey made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #878 holding.
  • Congress Wealth Management first reported a position in W.P. Carey in Q1 2025 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.