Madden Securities’s W.P. Carey WPC Stock Holding History

Madden Securities’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	–	Sell	-3,690	Closed	-$233K	–	127
2025 Q1	$233K	Sell	3,690 -2,300	-38%	-$136K	0.09%	107
2024 Q4	$326K	Sell	5,990 -290	-5%	-$16.5K	0.13%	95
2024 Q3	$391K	Hold	6,280	–	–	0.17%	81
2024 Q2	$346K	Sell	6,280 -500	-7%	-$28.2K	0.15%	83
2024 Q1	$383K	Sell	6,780 -1,550	-19%	-$92.8K	0.18%	76
2023 Q4	$540K	Buy	8,330 +147	+2%	+$8.47K	0.29%	60
2023 Q3	$433K	Buy	8,183 +1,250	+18%	+$80.1K	0.24%	63
2023 Q2	$459K	Sell	6,933 -214	-3%	-$14.9K	0.23%	63
2023 Q1	$542K	Sell	7,147 -102	-1%	-$8.13K	0.29%	60
2022 Q4	$555K	Hold	7,249	–	–	0.29%	59
2022 Q3	$496K	Hold	7,249	–	–	0.3%	63
2022 Q2	$588K	Hold	7,249	–	–	0.32%	62
2022 Q1	$574K	Hold	7,249	–	–	0.26%	66
2021 Q4	$583K	Hold	7,249	–	–	0.27%	69
2021 Q3	$519K	Hold	7,249	–	–	0.28%	71
2021 Q2	$530K	Hold	7,249	–	–	0.28%	88
2021 Q1	$502K	Hold	7,249	–	–	0.29%	87
2020 Q4	$501K	Hold	7,249	–	–	0.32%	83
2020 Q3	$463K	Sell	7,249 -153	-2%	-$10.3K	0.34%	81
2020 Q2	$490K	Buy	+7,402	New	+$460K	0.44%	62
2019 Q4	$580K	Buy	+7,402	New	+$620K	0.58%	49

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

Madden Securities's WPC Position: Q2 2025 in Review

Madden Securities sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 3,690 shares — an estimated $233K sold.

Madden Securities first reported a position in WPC in Q4 2019 and held it in 21 quarters. The position peaked at $588K in Q2 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Madden Securities reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
Madden Securities sold 3,690 W.P. Carey shares in Q2 2025, an estimated $233K.
Madden Securities first reported a position in W.P. Carey in Q4 2019 and held it in 21 quarters.
Madden Securities's W.P. Carey position peaked at $588K in Q2 2022.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Madden Securities's 13F filing for Q2 2025, filed 23 Jul 2025.