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Crewe Advisors’s W.P. Carey WPC Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-5
Closed -$312 – 1067
2025
Q2 		$312 Hold
5
– – ﹤0.01% 697
2025
Q1 		$316 Hold
5
– – ﹤0.01% 669
2024
Q4 		$273 Buy
+5
New +$285 ﹤0.01% 621
2023
Q4 		– Sell
-179
Closed -$9.46K – 706
2023
Q3 		$9.46K Buy
+179
New +$11.5K ﹤0.01% 250

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Crewe Advisors's WPC Position: Q3 2025 in Review

Crewe Advisors sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 5 shares — an estimated $312 sold.

Crewe Advisors first reported a position in WPC in Q3 2023 and held it in 4 quarters. The position peaked at $9.46K in Q3 2023. 820 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Crewe Advisors reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 5 W.P. Carey shares in Q3 2025, an estimated $312.
  • Crewe Advisors first reported a position in W.P. Carey in Q3 2023 and held it in 4 quarters.
  • Crewe Advisors's W.P. Carey position peaked at $9.46K in Q3 2023.
  • 820 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.