GAMCO Investors’s W.P. Carey WPC Stock Holding History

GAMCO Investors’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	-12,899	Closed	-$805K	–	1079
2025 Q2	$805K	Hold	12,899	–	–	0.01%	713
2025 Q1	$814K	Sell	12,899 -701	-5%	-$41.5K	0.01%	591
2024 Q4	$741K	Sell	13,600 -9,000	-40%	-$513K	0.01%	634
2024 Q3	$1.41M	Hold	22,600	–	–	0.01%	550
2024 Q2	$1.24M	Hold	22,600	–	–	0.01%	562
2024 Q1	$1.28M	Hold	22,600	–	–	0.01%	553
2023 Q4	$1.46M	Sell	22,600 -475	-2%	-$27.4K	0.02%	534
2023 Q3	$1.22M	Buy	23,075 +3,063	+15%	+$196K	0.01%	549
2023 Q2	$1.32M	Hold	20,012	–	–	0.01%	538
2023 Q1	$1.52M	Hold	20,012	–	–	0.02%	516
2022 Q4	$1.53M	Hold	20,012	–	–	0.02%	520
2022 Q3	$1.37M	Hold	20,012	–	–	0.02%	523
2022 Q2	$1.62M	Hold	20,012	–	–	0.02%	507
2022 Q1	$1.58M	Hold	20,012	–	–	0.01%	542
2021 Q4	$1.61M	Hold	20,012	–	–	0.01%	543
2021 Q3	$1.43M	Buy	20,012 +1,021	+5%	+$77.7K	0.01%	571
2021 Q2	$1.39M	Hold	18,991	–	–	0.01%	584
2021 Q1	$1.32M	Sell	18,991 -510	-3%	-$34.2K	0.01%	585
2020 Q4	$1.35M	Hold	19,501	–	–	0.01%	549
2020 Q3	$1.25M	Hold	19,501	–	–	0.01%	534
2020 Q2	$1.29M	Sell	19,501 -5,105	-21%	-$317K	0.01%	527
2020 Q1	$1.4M	Hold	24,606	–	–	0.02%	491
2019 Q4	$1.93M	Hold	24,606	–	–	0.02%	505
2019 Q3	$2.16M	Hold	24,606	–	–	0.02%	480
2019 Q2	$1.96M	Buy	+24,606	New	+$1.95M	0.01%	503

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

GAMCO Investors's WPC Position: Q3 2025 in Review

GAMCO Investors sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 12,899 shares — an estimated $805K sold.

GAMCO Investors first reported a position in WPC in Q2 2019 and held it in 25 quarters. The position peaked at $2.16M in Q3 2019. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

GAMCO Investors reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
GAMCO Investors sold 12,899 W.P. Carey shares in Q3 2025, an estimated $805K.
GAMCO Investors first reported a position in W.P. Carey in Q2 2019 and held it in 25 quarters.
GAMCO Investors's W.P. Carey position peaked at $2.16M in Q3 2019.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on GAMCO Investors's 13F filing for Q3 2025, filed 12 Nov 2025.