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 Q2	$406K	Buy	5,684 +600	+12%	+$44K	0.23%	49
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gutierrez Wealth Advisory's WPC Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its W.P. Carey (WPC) stake by 12% in Q2 2026, buying an estimated $44K and bringing the position to 5,684 shares worth $406K. The position accounts for 0.23% of the portfolio, ranked #49.

Gutierrez Wealth Advisory first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $615K in Q1 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Gutierrez Wealth Advisory held 5,684 shares of W.P. Carey worth $406K as of Q2 2026.
Gutierrez Wealth Advisory bought 600 W.P. Carey shares in Q2 2026, an estimated $44K.
W.P. Carey made up 0.23% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #49 holding.
Gutierrez Wealth Advisory first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
Gutierrez Wealth Advisory's W.P. Carey position peaked at $615K in Q1 2025.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.