GWMR
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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