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

Modera 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 Q1	–	Sell	-3,700	Closed	-$202K	–	639
2024 Q4	$202K	Buy	+3,700	New	+$211K	﹤0.01%	602

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

Modera Wealth Management's WPC Position: Q1 2025 in Review

Modera Wealth Management sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 3,700 shares — an estimated $202K sold.

Modera Wealth Management first reported a position in WPC in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

Modera Wealth Management reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
Modera Wealth Management sold 3,700 W.P. Carey shares in Q1 2025, an estimated $202K.
Modera Wealth Management first reported a position in W.P. Carey in Q4 2024 and held it in 1 quarter.
Modera Wealth Management's W.P. Carey position peaked at $202K in Q4 2024.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Modera Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.