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Globeflex Capital’s W.P. Carey WPC Stock Holding History

Globeflex Capital’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
-2,432
Closed -$152K – 475
2025
Q2 		$152K Buy
+2,432
New +$150K 0.01% 339
2024
Q4 		– Sell
-2,547
Closed -$159K – 516
2024
Q3 		$159K Buy
+2,547
New +$151K 0.02% 328
2020
Q3 		– Sell
-4,686
Closed -$311K – 528
2020
Q2 		$311K Buy
+4,686
New +$291K 0.08% 349
2017
Q2 		– Sell
-4,074
Closed -$248K – 469
2017
Q1 		$248K Sell
4,074
-11,147
-73% -$676K 0.06% 342
2016
Q4 		$881K Sell
15,221
-372
-2% -$21.8K 0.22% 177
2016
Q3 		$986K Buy
+15,593
New +$1.04M 0.25% 153
2014
Q3 		– Sell
-23,962
Closed -$1.51M – 666
2014
Q2 		$1.51M Buy
+23,962
New +$1.46M 0.16% 157

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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Globeflex Capital's WPC Position: Q3 2025 in Review

Globeflex Capital sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 2,432 shares — an estimated $152K sold.

Globeflex Capital first reported a position in WPC in Q2 2014 and held it in 7 quarters. The position peaked at $1.51M in Q2 2014. 820 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Globeflex Capital reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Globeflex Capital sold 2,432 W.P. Carey shares in Q3 2025, an estimated $152K.
  • Globeflex Capital first reported a position in W.P. Carey in Q2 2014 and held it in 7 quarters.
  • Globeflex Capital's W.P. Carey position peaked at $1.51M in Q2 2014.
  • 820 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Globeflex Capital's 13F filing for Q3 2025, filed 12 Nov 2025.