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Intelligence Driven Advisers’s W.P. Carey WPC Stock Holding History

Intelligence Driven Advisers’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
Q1 		$204K Buy
+3,000
New +$210K 0.04% 121
2025
Q4 		– Sell
-3,000
Closed -$203K – 145
2025
Q3 		$203K Buy
+3,000
New +$196K 0.03% 120
2023
Q3 		– Sell
-3,063
Closed -$204K – 100
2023
Q2 		$204K Hold
3,063
– – 0.04% 91
2023
Q1 		$223K Hold
3,063
– – 0.04% 83
2022
Q4 		$242K Buy
+3,063
New +$230K 0.04% 84

Other funds holding WPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return