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Money Concepts Capital’s W.P. Carey WPC Stock Holding History

Money Concepts Capital’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
-3,218
Closed -$203K – 459
2025
Q1 		$203K Buy
+3,218
New +$190K 0.02% 404
2023
Q2 		– Sell
-10,702
Closed -$817K – 496
2023
Q1 		$817K Sell
10,702
-3,040
-22% -$242K 0.05% 244
2022
Q4 		$1.05M Buy
13,742
+2,327
+20% +$175K 0.05% 284
2022
Q3 		$780K Buy
+11,415
New +$934K 0.05% 252
2022
Q2 		– Sell
-1,264
Closed -$100K – 2629
2022
Q1 		$100K Buy
+1,264
New +$97K 0.01% 991

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Money Concepts Capital's WPC Position: Q2 2025 in Review

Money Concepts Capital sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 3,218 shares — an estimated $203K sold.

Money Concepts Capital first reported a position in WPC in Q1 2022 and held it in 5 quarters. The position peaked at $1.05M in Q4 2022. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Money Concepts Capital reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • Money Concepts Capital sold 3,218 W.P. Carey shares in Q2 2025, an estimated $203K.
  • Money Concepts Capital first reported a position in W.P. Carey in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's W.P. Carey position peaked at $1.05M in Q4 2022.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Money Concepts Capital's 13F filing for Q2 2025, filed 14 Aug 2025.