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Gutierrez Wealth Advisory’s W.P. Carey WPC Stock Holding History

Gutierrez Wealth Advisory’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
2026
Q1 		$346K Sell
5,084
-522
-9% -$36.6K 0.21% 50
2025
Q4 		$361K Buy
5,606
+30
+0.5% +$2K 0.23% 49
2025
Q3 		$377K Sell
5,576
-4,265
-43% -$279K 0.24% 43
2025
Q2 		$614K Buy
9,841
+95
+1% +$5.85K 0.41% 30
2025
Q1 		$615K Buy
9,746
+2,218
+29% +$131K 0.5% 19
2024
Q4 		$410K Buy
+7,528
New +$429K 0.34% 26

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Gutierrez Wealth Advisory's WPC Position: Q1 2026 in Review

Gutierrez Wealth Advisory reduced its W.P. Carey (WPC) stake by 9.3% in Q1 2026, selling an estimated $36.6K and leaving 5,084 shares worth $346K. The position accounts for 0.21% of the portfolio, ranked #50.

Gutierrez Wealth Advisory first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $615K in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Gutierrez Wealth Advisory held 5,084 shares of W.P. Carey worth $346K as of Q1 2026.
  • Gutierrez Wealth Advisory sold 522 W.P. Carey shares in Q1 2026, an estimated $36.6K.
  • W.P. Carey made up 0.21% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #50 holding.
  • Gutierrez Wealth Advisory first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • Gutierrez Wealth Advisory's W.P. Carey position peaked at $615K in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.