Graham Capital Wealth Management’s W.P. Carey WPC Stock Holding History

Graham Capital Wealth Management’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	-33,624	Closed	-$2.27M	–	68
2025 Q3	$2.27M	Sell	33,624 -2,840	-8%	-$186K	2.31%	17
2025 Q2	$2.27M	Sell	36,464 -540	-1%	-$33.3K	2.53%	16
2025 Q1	$2.34M	Sell	37,004 -16,054	-30%	-$950K	2.5%	21
2024 Q4	$2.89M	Buy	53,058 +2,132	+4%	+$121K	2.49%	15
2024 Q3	$3.17M	Buy	+50,926	New	+$3.02M	3.25%	9
2022 Q2	–	Sell	-22,069	Closed	-$1.75M	–	110
2022 Q1	$1.75M	Sell	22,069 -1,459	-6%	-$112K	1.55%	25
2021 Q4	$1.84M	Buy	+23,528	New	+$1.8M	1.5%	22

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Graham Capital Wealth Management's WPC Position: Q4 2025 in Review

Graham Capital Wealth Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 33,624 shares — an estimated $2.27M sold.

Graham Capital Wealth Management first reported a position in WPC in Q4 2021 and held it in 7 quarters. The position peaked at $3.17M in Q3 2024. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Graham Capital Wealth Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Graham Capital Wealth Management sold 33,624 W.P. Carey shares in Q4 2025, an estimated $2.27M.
Graham Capital Wealth Management first reported a position in W.P. Carey in Q4 2021 and held it in 7 quarters.
Graham Capital Wealth Management's W.P. Carey position peaked at $3.17M in Q3 2024.
856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Graham Capital Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.