Heartwood Wealth Advisors’s W.P. Carey WPC Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-21	Closed	-$1.42K	–	602
2025 Q3	$1.42K	Buy	+21	New	+$1.38K	﹤0.01%	526

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Heartwood Wealth Advisors's WPC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 21 shares — an estimated $1.42K sold.

Heartwood Wealth Advisors first reported a position in WPC in Q3 2025 and held it in 1 quarter. The position peaked at $1.42K in Q3 2025. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Heartwood Wealth Advisors reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 21 W.P. Carey shares in Q4 2025, an estimated $1.42K.
Heartwood Wealth Advisors first reported a position in W.P. Carey in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's W.P. Carey position peaked at $1.42K in Q3 2025.
857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.