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Crestwood Advisors Group’s W.P. Carey WPC Stock Holding History

Crestwood Advisors Group’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
-7,283
Closed -$492K – 714
2025
Q3 		$492K Buy
7,283
+118
+2% +$7.72K 0.01% 365
2025
Q2 		$447K Buy
7,165
+288
+4% +$17.7K 0.01% 367
2025
Q1 		$434K Buy
6,877
+185
+3% +$11K 0.01% 364
2024
Q4 		$365K Sell
6,692
-10
-0.1% -$570 0.01% 351
2024
Q3 		$418K Buy
6,702
+79
+1% +$4.68K 0.01% 324
2024
Q2 		$365K Sell
6,623
-125
-2% -$7.04K 0.01% 322
2024
Q1 		$381K Sell
6,748
-20
-0.3% -$1.2K 0.01% 315
2023
Q4 		$439K Sell
6,768
-529
-7% -$30.5K 0.01% 274
2023
Q3 		$387K Buy
7,297
+157
+2% +$10.1K 0.01% 267
2023
Q2 		$472K Buy
7,140
+8
+0.1% +$556 0.01% 186
2023
Q1 		$541K Sell
7,132
-510
-7% -$40.6K 0.02% 182
2022
Q4 		$585K Hold
7,642
– – 0.02% 173
2022
Q3 		$522K Sell
7,642
-1,011
-12% -$82.8K 0.02% 188
2022
Q2 		$702K Buy
8,653
+511
+6% +$41.2K 0.02% 166
2022
Q1 		$645K Sell
8,142
-31
-0.4% -$2.38K 0.02% 188
2021
Q4 		$657K Hold
8,173
– – 0.02% 191
2021
Q3 		$585K Hold
8,173
– – 0.02% 185
2021
Q2 		$597K Hold
8,173
– – 0.02% 186
2021
Q1 		$566K Sell
8,173
-766
-9% -$51.3K 0.02% 186
2020
Q4 		$618K Hold
8,939
– – 0.02% 176
2020
Q3 		$570K Hold
8,939
– – 0.02% 160
2020
Q2 		$592K Sell
8,939
-7,259
-45% -$451K 0.02% 151
2020
Q1 		$921K Sell
16,198
-51
-0.3% -$3.87K 0.05% 118
2019
Q4 		$1.27M Sell
16,249
-77
-0.5% -$6.45K 0.05% 121
2019
Q3 		$1.43M Buy
+16,326
New +$1.39M 0.06% 113

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

Crestwood Advisors Group's WPC Position: Q4 2025 in Review

Crestwood Advisors Group sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 7,283 shares — an estimated $492K sold.

Crestwood Advisors Group first reported a position in WPC in Q3 2019 and held it in 25 quarters. The position peaked at $1.43M in Q3 2019. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Crestwood Advisors Group reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Crestwood Advisors Group sold 7,283 W.P. Carey shares in Q4 2025, an estimated $492K.
  • Crestwood Advisors Group first reported a position in W.P. Carey in Q3 2019 and held it in 25 quarters.
  • Crestwood Advisors Group's W.P. Carey position peaked at $1.43M in Q3 2019.
  • 858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.