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

GC Wealth Management RIA’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	-4,461	Closed	-$301K	–	855
2025 Q3	$301K	Buy	4,461 +1,078	+32%	+$70.6K	0.01%	704
2025 Q2	$211K	Buy	+3,383	New	+$208K	0.02%	512
2024 Q3	–	Sell	-4,033	Closed	-$222K	–	307
2024 Q2	$222K	Buy	4,033 +198	+5%	+$11.2K	0.04%	252
2024 Q1	$216K	Sell	3,835 -248	-6%	-$14.8K	0.04%	259
2023 Q4	$265K	Buy	+4,083	New	+$235K	0.12%	173

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GC Wealth Management RIA's WPC Position: Q4 2025 in Review

GC Wealth Management RIA sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 4,461 shares — an estimated $301K sold.

GC Wealth Management RIA first reported a position in WPC in Q4 2023 and held it in 5 quarters. The position peaked at $301K in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

GC Wealth Management RIA reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 4,461 W.P. Carey shares in Q4 2025, an estimated $301K.
GC Wealth Management RIA first reported a position in W.P. Carey in Q4 2023 and held it in 5 quarters.
GC Wealth Management RIA's W.P. Carey position peaked at $301K in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.