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

FSA 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 Q3	$87.7K	Hold	1,298	–	–	0.03%	105
2025 Q2	$81K	Hold	1,298	–	–	0.03%	108
2025 Q1	$81.9K	Hold	1,298	–	–	0.03%	102
2024 Q4	$70.7K	Hold	1,298	–	–	0.03%	114
2024 Q3	$80.9K	Buy	+1,298	New	+$76.9K	0.03%	111
2024 Q1	$5.3K	Hold	94	–	–	﹤0.01%	441
2023 Q4	$6K	Buy	+94	New	+$5.42K	﹤0.01%	412
2021 Q1	–	Sell	-300	Closed	-$21K	–	244
2020 Q4	$21K	Buy	+300	New	+$20K	0.01%	204
2020 Q3	–	Sell	-96	Closed	-$6K	–	363
2020 Q2	$6K	Hold	96	–	–	﹤0.01%	313
2020 Q1	$5K	Sell	96 -204	-68%	-$15.5K	﹤0.01%	309
2019 Q4	$24K	Buy	+300	New	+$25.1K	0.02%	211

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

FSA Wealth Management's WPC Position: Q3 2025 in Review

FSA Wealth Management held its W.P. Carey (WPC) position steady in Q3 2025 at 1,298 shares worth $87.7K. The position accounts for 0.03% of the portfolio, ranked #105.

FSA Wealth Management first reported a position in WPC in Q4 2019 and has held it in 11 quarters since. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

FSA Wealth Management held 1,298 shares of W.P. Carey worth $87.7K as of Q3 2025.
FSA Wealth Management left its W.P. Carey share count unchanged in Q3 2025.
W.P. Carey made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #105 holding.
FSA Wealth Management first reported a position in W.P. Carey in Q4 2019 and has held it in 11 quarters since.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.