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Nebula Research & Development’s W.P. Carey WPC Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-10,515
Closed -$656K – 879
2025
Q2 		$656K Sell
10,515
-821
-7% -$50.6K 0.06% 555
2025
Q1 		$715K Buy
+11,336
New +$671K 0.07% 489
2024
Q1 		– Sell
-3,713
Closed -$241K – 1022
2023
Q4 		$241K Buy
+3,713
New +$214K 0.07% 502

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Nebula Research & Development's WPC Position: Q3 2025 in Review

Nebula Research & Development sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 10,515 shares — an estimated $656K sold.

Nebula Research & Development first reported a position in WPC in Q4 2023 and held it in 3 quarters. The position peaked at $715K in Q1 2025. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Nebula Research & Development reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 10,515 W.P. Carey shares in Q3 2025, an estimated $656K.
  • Nebula Research & Development first reported a position in W.P. Carey in Q4 2023 and held it in 3 quarters.
  • Nebula Research & Development's W.P. Carey position peaked at $715K in Q1 2025.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.