CPRC
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Consolidated Portfolio Review Corp’s W.P. Carey WPC Stock Holding History

Consolidated Portfolio Review Corp’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
-28,899
Closed -$1.99M – 432
2025
Q3 		$1.99M Sell
28,899
-330
-1% -$21.6K 0.25% 103
2025
Q2 		$1.82M Buy
29,229
+531
+2% +$32.7K 0.25% 97
2025
Q1 		$1.81M Buy
28,698
+13,546
+89% +$802K 0.29% 88
2024
Q4 		$825K Buy
+15,152
New +$863K 0.13% 175

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 $1.02T AUM 30.18% 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 $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Consolidated Portfolio Review Corp's WPC Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 28,899 shares — an estimated $1.99M sold.

Consolidated Portfolio Review Corp first reported a position in WPC in Q4 2024 and held it in 4 quarters. The position peaked at $1.99M in Q3 2025. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 28,899 W.P. Carey shares in Q4 2025, an estimated $1.99M.
  • Consolidated Portfolio Review Corp first reported a position in W.P. Carey in Q4 2024 and held it in 4 quarters.
  • Consolidated Portfolio Review Corp's W.P. Carey position peaked at $1.99M in Q3 2025.
  • 857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.