GWN Securities’s W.P. Carey WPC Stock Holding History

GWN Securities’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	–	Sell	-4,920	Closed	-$309K	–	452
2025 Q2	$309K	Sell	4,920 -1,956	-28%	-$120K	0.06%	298
2025 Q1	$419K	Buy	+6,876	New	+$407K	0.02%	504

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GWN Securities's WPC Position: Q3 2025 in Review

GWN Securities sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 4,920 shares — an estimated $309K sold.

GWN Securities first reported a position in WPC in Q1 2025 and held it in 2 quarters. The position peaked at $419K in Q1 2025. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

GWN Securities reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 4,920 W.P. Carey shares in Q3 2025, an estimated $309K.
GWN Securities first reported a position in W.P. Carey in Q1 2025 and held it in 2 quarters.
GWN Securities's W.P. Carey position peaked at $419K in Q1 2025.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.