Maia Wealth’s W.P. Carey WPC Stock Holding History

Maia Wealth’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 Q1	–	Sell	-4,887	Closed	-$277K	–	354
2024 Q4	$277K	Buy	4,887 +4,237	+652%	+$241K	0.06%	240
2024 Q3	$40.5K	Buy	+650	New	+$38.5K	0.01%	266

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Maia Wealth's WPC Position: Q1 2025 in Review

Maia Wealth sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 4,887 shares — an estimated $277K sold.

Maia Wealth first reported a position in WPC in Q3 2024 and held it in 2 quarters. The position peaked at $277K in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

Maia Wealth reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 4,887 W.P. Carey shares in Q1 2025, an estimated $277K.
Maia Wealth first reported a position in W.P. Carey in Q3 2024 and held it in 2 quarters.
Maia Wealth's W.P. Carey position peaked at $277K in Q4 2024.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.