FLP Wealth Management’s W.P. Carey WPC Stock Holding History

FLP Wealth Management’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	-25	Closed	-$1.36K	–	461
2024 Q4	$1.36K	Buy	+25	New	+$1.42K	﹤0.01%	397

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FLP Wealth Management's WPC Position: Q1 2025 in Review

FLP Wealth Management sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 25 shares — an estimated $1.36K sold.

FLP Wealth Management first reported a position in WPC in Q4 2024 and held it in 1 quarter. The position peaked at $1.36K in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

FLP Wealth Management reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 25 W.P. Carey shares in Q1 2025, an estimated $1.36K.
FLP Wealth Management first reported a position in W.P. Carey in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's W.P. Carey position peaked at $1.36K in Q4 2024.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.