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

JPL 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 Q4	–	Sell	-181	Closed	-$12.2K	–	1136
2025 Q3	$12.2K	Buy	+181	New	+$11.8K	﹤0.01%	505

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

JPL Wealth Management's WPC Position: Q4 2025 in Review

JPL Wealth Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 181 shares — an estimated $12.2K sold.

JPL Wealth Management first reported a position in WPC in Q3 2025 and held it in 1 quarter. The position peaked at $12.2K in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

JPL Wealth Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
JPL Wealth Management sold 181 W.P. Carey shares in Q4 2025, an estimated $12.2K.
JPL Wealth Management first reported a position in W.P. Carey in Q3 2025 and held it in 1 quarter.
JPL Wealth Management's W.P. Carey position peaked at $12.2K in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.