Continuum Advisory’s W.P. Carey WPC Stock Holding History

Continuum Advisory’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	–	Sell	-19	Closed	-$1.2K	–	1582
2025 Q1	$1.2K	Hold	19	–	–	﹤0.01%	1482
2024 Q4	$1.03K	Hold	19	–	–	﹤0.01%	1610
2024 Q3	$1.04K	Sell	19 -1	-5%	-$59	﹤0.01%	1612
2024 Q2	$1.1K	Hold	20	–	–	﹤0.01%	1450
2024 Q1	$1.16K	Buy	+20	New	+$1.2K	﹤0.01%	1440

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Continuum Advisory's WPC Position: Q2 2025 in Review

Continuum Advisory sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 19 shares — an estimated $1.2K sold.

Continuum Advisory first reported a position in WPC in Q1 2024 and held it in 5 quarters. The position peaked at $1.2K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Continuum Advisory reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 19 W.P. Carey shares in Q2 2025, an estimated $1.2K.
Continuum Advisory first reported a position in W.P. Carey in Q1 2024 and held it in 5 quarters.
Continuum Advisory's W.P. Carey position peaked at $1.2K in Q1 2025.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.