MAM
WPC icon

Marquette Asset Management’s W.P. Carey WPC Stock Holding History

Marquette Asset 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
-41
Closed -$2.77K – 887
2025
Q3 		$2.77K Buy
+41
New +$2.68K ﹤0.01% 452
2019
Q4 		– Sell
-232
Closed -$20K – 264
2019
Q3 		$20K Hold
232
– – 0.01% 203
2019
Q2 		$18K Hold
232
– – 0.01% 209
2019
Q1 		$18K Buy
+232
New +$16.7K 0.01% 211

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

Marquette Asset Management's WPC Position: Q4 2025 in Review

Marquette Asset Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 41 shares — an estimated $2.77K sold.

Marquette Asset Management first reported a position in WPC in Q1 2019 and held it in 4 quarters. The position peaked at $20K in Q3 2019. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Marquette Asset Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Marquette Asset Management sold 41 W.P. Carey shares in Q4 2025, an estimated $2.77K.
  • Marquette Asset Management first reported a position in W.P. Carey in Q1 2019 and held it in 4 quarters.
  • Marquette Asset Management's W.P. Carey position peaked at $20K in Q3 2019.
  • 857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Marquette Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.