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

Greykasell Wealth Strategies’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
Q2 		– Sell
-280
Closed -$17.7K – 360
2025
Q1 		$17.7K Buy
+280
New +$16.6K 0.01% 231

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Greykasell Wealth Strategies's WPC Position: Q2 2025 in Review

Greykasell Wealth Strategies sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 280 shares — an estimated $17.7K sold.

Greykasell Wealth Strategies first reported a position in WPC in Q1 2025 and held it in 1 quarter. The position peaked at $17.7K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Greykasell Wealth Strategies reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • Greykasell Wealth Strategies sold 280 W.P. Carey shares in Q2 2025, an estimated $17.7K.
  • Greykasell Wealth Strategies first reported a position in W.P. Carey in Q1 2025 and held it in 1 quarter.
  • Greykasell Wealth Strategies's W.P. Carey position peaked at $17.7K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.