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ORG Partners’s W.P. Carey WPC Stock Holding History

ORG Partners’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 		$243K Buy
3,771
+2,244
+147% +$149K 0.04% 300
2025
Q3 		$103K Buy
1,527
+20
+1% +$1.31K 0.02% 448
2025
Q2 		$95.1K Buy
1,507
+20
+1% +$1.23K 0.02% 446
2025
Q1 		$93.9K Sell
1,487
-68
-4% -$4.03K 0.02% 397
2024
Q4 		$84.9K Buy
1,555
+127
+9% +$7.24K 0.01% 457
2024
Q3 		$89.1K Sell
1,428
-397
-22% -$23.5K 0.01% 406
2024
Q2 		$99.9K Buy
+1,825
New +$103K 0.01% 598
2023
Q4 		– Sell
-808
Closed -$42.8K – 1368
2023
Q3 		$42.8K Sell
808
-2,523
-76% -$162K 0.01% 547
2023
Q2 		$223K Buy
+3,331
New +$232K 0.04% 355

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

ORG Partners's WPC Position: Q4 2025 in Review

ORG Partners increased its W.P. Carey (WPC) stake by 147% in Q4 2025, buying an estimated $149K and bringing the position to 3,771 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #300.

ORG Partners first reported a position in WPC in Q2 2023 and has held it in 9 quarters since. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • ORG Partners held 3,771 shares of W.P. Carey worth $243K as of Q4 2025.
  • ORG Partners bought 2,244 W.P. Carey shares in Q4 2025, an estimated $149K.
  • W.P. Carey made up 0.04% of ORG Partners's portfolio in Q4 2025, its #300 holding.
  • ORG Partners first reported a position in W.P. Carey in Q2 2023 and has held it in 9 quarters since.
  • 856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.