GA
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Guerra Advisors’s W.P. Carey WPC Stock Holding History

Guerra Advisors’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 		$676 Buy
+10
New +$655 ﹤0.01% 769

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Guerra Advisors's WPC Position: Q3 2025 in Review

Guerra Advisors opened a new position in W.P. Carey (WPC) in Q3 2025: 10 shares worth $676. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings.

819 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Guerra Advisors held 10 shares of W.P. Carey worth $676 as of Q3 2025.
  • W.P. Carey was a new Guerra Advisors position in Q3 2025.
  • W.P. Carey made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #769 holding.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.