IEQ Capital’s W.P. Carey WPC Stock Holding History

IEQ Capital’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	-57,876	Closed	-$3.91M	–	2029
2025 Q3	$3.91M	Buy	57,876 +53,340	+1,176%	+$3.49M	0.01%	551
2025 Q2	$283K	Sell	4,536 -4,972	-52%	-$306K	﹤0.01%	1432
2025 Q1	$600K	Buy	9,508 +5,335	+128%	+$316K	﹤0.01%	900
2024 Q4	$227K	Buy	+4,173	New	+$238K	﹤0.01%	1153
2020 Q2	–	Sell	-3,998	Closed	-$227K	–	402
2020 Q1	$227K	Buy	3,998 +99	+3%	+$7.51K	0.02%	318
2019 Q4	$307K	Buy	+3,899	New	+$327K	0.03%	310

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 $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Norges Bank Oslo, Norway $1T AUM

IEQ Capital's WPC Position: Q4 2025 in Review

IEQ Capital sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 57,876 shares — an estimated $3.91M sold.

IEQ Capital first reported a position in WPC in Q4 2019 and held it in 6 quarters. The position peaked at $3.91M in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

IEQ Capital reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
IEQ Capital sold 57,876 W.P. Carey shares in Q4 2025, an estimated $3.91M.
IEQ Capital first reported a position in W.P. Carey in Q4 2019 and held it in 6 quarters.
IEQ Capital's W.P. Carey position peaked at $3.91M in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.