Iron Horse Wealth Management’s W.P. Carey WPC Stock Holding History

Iron Horse Wealth 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 Q2	$9.36K	Hold	150	–	–	﹤0.01%	297
2025 Q1	$9.47K	Hold	150	–	–	﹤0.01%	286
2024 Q4	$8.17K	Hold	150	–	–	﹤0.01%	260
2024 Q3	$9.35K	Hold	150	–	–	﹤0.01%	244
2024 Q2	$8.26K	Hold	150	–	–	﹤0.01%	234
2024 Q1	$8.47K	Hold	150	–	–	﹤0.01%	212
2023 Q4	$9.72K	Sell	150 -3	-2%	-$173	﹤0.01%	195
2023 Q3	$8.11K	Hold	153	–	–	﹤0.01%	206
2023 Q2	$10.1K	Hold	153	–	–	0.01%	152
2023 Q1	$11.6K	Sell	153 -8	-5%	-$637	0.01%	152
2022 Q4	$12K	Buy	161 +8	+5%	+$601	0.01%	123
2022 Q3	$10K	Hold	153	–	–	0.01%	88
2022 Q2	$12K	Hold	153	–	–	0.01%	119
2022 Q1	$12K	Buy	+153	New	+$11.7K	0.01%	124

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Iron Horse Wealth Management's WPC Position: Q2 2025 in Review

Iron Horse Wealth Management held its W.P. Carey (WPC) position steady in Q2 2025 at 150 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Iron Horse Wealth Management first reported a position in WPC in Q1 2022 and has held it in 14 quarters since. The position peaked at $12K in Q4 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Iron Horse Wealth Management held 150 shares of W.P. Carey worth $9.36K as of Q2 2025.
Iron Horse Wealth Management left its W.P. Carey share count unchanged in Q2 2025.
W.P. Carey made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #297 holding.
Iron Horse Wealth Management first reported a position in W.P. Carey in Q1 2022 and has held it in 14 quarters since.
Iron Horse Wealth Management's W.P. Carey position peaked at $12K in Q4 2022.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.