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Empowered Funds’s W.P. Carey WPC Stock Holding History

Empowered Funds’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
Q1 		– Sell
-3,778
Closed -$206K – 1812
2024
Q4 		$206K Buy
3,778
+271
+8% +$15.4K ﹤0.01% 1492
2024
Q3 		$218K Buy
+3,507
New +$208K ﹤0.01% 1312
2023
Q4 		– Sell
-7,452
Closed -$395K – 1333
2023
Q3 		$395K Sell
7,452
-2,648
-26% -$170K 0.01% 994
2023
Q2 		$668K Buy
+10,100
New +$702K 0.02% 736

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Empowered Funds's WPC Position: Q1 2025 in Review

Empowered Funds sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 3,778 shares — an estimated $206K sold.

Empowered Funds first reported a position in WPC in Q2 2023 and held it in 4 quarters. The position peaked at $668K in Q2 2023. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Empowered Funds reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Empowered Funds sold 3,778 W.P. Carey shares in Q1 2025, an estimated $206K.
  • Empowered Funds first reported a position in W.P. Carey in Q2 2023 and held it in 4 quarters.
  • Empowered Funds's W.P. Carey position peaked at $668K in Q2 2023.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Empowered Funds's 13F filing for Q1 2025, filed 16 May 2025.