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GPS Wealth Strategies Group’s W.P. Carey WPC Stock Holding History

GPS Wealth Strategies Group’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 		$35.1K Sell
545
-672
-55% -$44.7K 0.03% 252
2025
Q3 		$82.2K Hold
1,217
– – 0.01% 546
2025
Q2 		$75.9K Sell
1,217
-100
-8% -$6.16K 0.01% 536
2025
Q1 		$83.1K Sell
1,317
-62
-4% -$3.67K 0.01% 502
2024
Q4 		$75.1K Hold
1,379
– – 0.01% 499
2024
Q3 		$85.9K Sell
1,379
-2,785
-67% -$165K 0.01% 465
2024
Q2 		$229K Sell
4,164
-11
-0.3% -$620 0.03% 243
2024
Q1 		$236K Sell
4,175
-1,974
-32% -$118K 0.04% 225
2023
Q4 		$399K Sell
6,149
-422
-6% -$24.3K 0.07% 172
2023
Q3 		$348K Sell
6,571
-298
-4% -$19.1K 0.07% 180
2023
Q2 		$455K Sell
6,869
-147
-2% -$10.2K 0.08% 152
2023
Q1 		$532K Buy
+7,016
New +$559K 0.11% 135
2022
Q4 		– Sell
-6,749
Closed -$461K – 1089
2022
Q3 		$461K Buy
6,749
+2,644
+64% +$216K 0.12% 130
2022
Q2 		$333K Buy
4,105
+27
+0.7% +$2.18K 0.09% 160
2022
Q1 		$323K Sell
4,078
-869
-18% -$66.7K 0.07% 154
2021
Q4 		$398K Sell
4,947
-348
-7% -$26.6K 0.09% 145
2021
Q3 		$379K Buy
5,295
+40
+0.8% +$3.04K 0.09% 138
2021
Q2 		$384K Buy
5,255
+3
+0.1% +$220 0.1% 132
2021
Q1 		$364K Buy
5,252
+162
+3% +$10.9K 0.11% 123
2020
Q4 		$352K Sell
5,090
-559
-10% -$37.3K 0.12% 113
2020
Q3 		$361K Buy
+5,649
New +$381K 0.15% 100

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

GPS Wealth Strategies Group's WPC Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its W.P. Carey (WPC) stake by 55% in Q4 2025, selling an estimated $44.7K and leaving 545 shares worth $35.1K. The position accounts for 0.03% of the portfolio, ranked #252.

GPS Wealth Strategies Group first reported a position in WPC in Q3 2020 and has held it in 21 quarters since. The position peaked at $532K in Q1 2023. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • GPS Wealth Strategies Group held 545 shares of W.P. Carey worth $35.1K as of Q4 2025.
  • GPS Wealth Strategies Group sold 672 W.P. Carey shares in Q4 2025, an estimated $44.7K.
  • W.P. Carey made up 0.03% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #252 holding.
  • GPS Wealth Strategies Group first reported a position in W.P. Carey in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's W.P. Carey position peaked at $532K in Q1 2023.
  • 856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.