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Main Street Financial Solutions’s W.P. Carey WPC Stock Holding History

Main Street Financial Solutions’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 		$229K Sell
3,553
-520
-13% -$34.6K 0.02% 497
2025
Q3 		$275K Sell
4,073
-208
-5% -$13.6K 0.02% 515
2025
Q2 		$267K Buy
4,281
+116
+3% +$7.14K 0.02% 472
2025
Q1 		$263K Sell
4,165
-1,036
-20% -$61.3K 0.02% 431
2024
Q4 		$283K Sell
5,201
-600
-10% -$34.2K 0.03% 392
2024
Q3 		$361K Sell
5,801
-472
-8% -$28K 0.03% 380
2024
Q2 		$345K Buy
6,273
+932
+17% +$52.5K 0.03% 394
2024
Q1 		$301K Buy
5,341
+220
+4% +$13.2K 0.03% 412
2023
Q4 		$332K Sell
5,121
-43
-0.8% -$2.48K 0.04% 346
2023
Q3 		$274K Buy
5,164
+228
+5% +$14.6K 0.04% 363
2023
Q2 		$327K Buy
4,936
+25
+0.5% +$1.74K 0.04% 336
2023
Q1 		$373K Sell
4,911
-91
-2% -$7.25K 0.05% 302
2022
Q4 		$383K Buy
5,002
+144
+3% +$10.8K 0.06% 280
2022
Q3 		$332K Buy
4,858
+1,361
+39% +$111K 0.05% 305
2022
Q2 		$284K Sell
3,497
-341
-9% -$27.5K 0.04% 354
2022
Q1 		$304K Sell
3,838
-1,050
-21% -$80.5K 0.04% 356
2021
Q4 		$393K Buy
4,888
+1,408
+40% +$108K 0.06% 321
2021
Q3 		$249K Buy
3,480
+86
+3% +$6.55K 0.04% 399
2021
Q2 		$248K Buy
3,394
+13
+0.4% +$952 0.04% 389
2021
Q1 		$234K Sell
3,381
-1,001
-23% -$67.1K 0.04% 381
2020
Q4 		$303K Buy
+4,382
New +$293K 0.06% 292

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Main Street Financial Solutions's WPC Position: Q4 2025 in Review

Main Street Financial Solutions reduced its W.P. Carey (WPC) stake by 13% in Q4 2025, selling an estimated $34.6K and leaving 3,553 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #497.

Main Street Financial Solutions first reported a position in WPC in Q4 2020 and has held it in 21 quarters since. The position peaked at $393K in Q4 2021. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Main Street Financial Solutions held 3,553 shares of W.P. Carey worth $229K as of Q4 2025.
  • Main Street Financial Solutions sold 520 W.P. Carey shares in Q4 2025, an estimated $34.6K.
  • W.P. Carey made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #497 holding.
  • Main Street Financial Solutions first reported a position in W.P. Carey in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's W.P. Carey position peaked at $393K in Q4 2021.
  • 856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.