H&H Retirement Design & Management’s W.P. Carey WPC Stock Holding History

H&H Retirement Design & Management’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 Q4	–	Sell	-5,494	Closed	-$367K	–	87
2025 Q3	$367K	Hold	5,494	–	–	0.2%	68
2025 Q2	$340K	Hold	5,494	–	–	0.19%	67
2025 Q1	$337K	Hold	5,494	–	–	0.22%	62
2024 Q4	$339K	Hold	5,494	–	–	0.21%	61
2024 Q3	$327K	Hold	5,494	–	–	0.19%	64
2024 Q2	$325K	Hold	5,494	–	–	0.2%	71
2024 Q1	$309K	Hold	5,494	–	–	0.2%	68
2023 Q4	$337K	Sell	5,494 -11	-0.2%	-$634	0.21%	47
2023 Q3	$292K	Buy	5,505 +81	+1%	+$5.19K	0.2%	48
2023 Q2	$370K	Sell	5,424 -145	-3%	-$10.1K	0.25%	40
2023 Q1	$395K	Sell	5,569 -179	-3%	-$14.3K	0.25%	39
2022 Q4	$468K	Buy	5,748 +70	+1%	+$5.26K	0.4%	45
2022 Q3	$381K	Buy	5,678 +261	+5%	+$21.4K	0.36%	48
2022 Q2	$464K	Buy	5,417 +120	+2%	+$9.68K	0.34%	46
2022 Q1	$429K	Hold	5,297	–	–	0.29%	40
2021 Q4	$393K	Buy	5,297 +132	+3%	+$10.1K	0.25%	50
2021 Q3	$377K	Hold	5,165	–	–	0.23%	35
2021 Q2	$399K	Buy	5,165 +67	+1%	+$4.9K	0.24%	35
2021 Q1	$368K	Buy	+5,098	New	+$342K	0.22%	35
2020 Q3	$311K	Sell	4,871 -1,319	-21%	-$88.9K	0.24%	32
2020 Q2	$410K	Buy	6,190 +102	+2%	+$6.34K	0.36%	34
2020 Q1	$346K	Buy	+6,088	New	+$462K	0.33%	37

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

H&H Retirement Design & Management's WPC Position: Q4 2025 in Review

H&H Retirement Design & Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 5,494 shares — an estimated $367K sold.

H&H Retirement Design & Management first reported a position in WPC in Q1 2020 and held it in 22 quarters. The position peaked at $468K in Q4 2022. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

H&H Retirement Design & Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
H&H Retirement Design & Management sold 5,494 W.P. Carey shares in Q4 2025, an estimated $367K.
H&H Retirement Design & Management first reported a position in W.P. Carey in Q1 2020 and held it in 22 quarters.
H&H Retirement Design & Management's W.P. Carey position peaked at $468K in Q4 2022.
857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on H&H Retirement Design & Management's 13F filing for Q4 2025, filed 4 Feb 2026.