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 Q2	$215K	Hold	3,000	–	–	0.03%	132
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Intelligence Driven Advisers's WPC Position: Q2 2026 in Review

Intelligence Driven Advisers held its W.P. Carey (WPC) position steady in Q2 2026 at 3,000 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #132.

Intelligence Driven Advisers first reported a position in WPC in Q4 2022 and has held it in 6 quarters since. The position peaked at $242K in Q4 2022. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Intelligence Driven Advisers held 3,000 shares of W.P. Carey worth $215K as of Q2 2026.
Intelligence Driven Advisers left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.03% of Intelligence Driven Advisers's portfolio in Q2 2026, its #132 holding.
Intelligence Driven Advisers first reported a position in W.P. Carey in Q4 2022 and has held it in 6 quarters since.
Intelligence Driven Advisers's W.P. Carey position peaked at $242K in Q4 2022.
900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.