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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s W.P. Carey WPC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-237
Closed -$16K – 608
2025
Q3 		$16K Buy
+237
New +$15.5K 0.01% 370

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 $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WPC Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 237 shares — an estimated $16K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WPC in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 237 W.P. Carey shares in Q4 2025, an estimated $16K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in W.P. Carey in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s W.P. Carey position peaked at $16K in Q3 2025.
  • 857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.