Painted Porch Advisors’s W.P. Carey WPC Stock Holding History

Painted Porch Advisors’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	-65	Closed	-$4.1K	–	552
2025 Q1	$4.1K	Buy	+65	New	+$3.85K	﹤0.01%	354

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Painted Porch Advisors's WPC Position: Q2 2025 in Review

Painted Porch Advisors sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 65 shares — an estimated $4.1K sold.

Painted Porch Advisors first reported a position in WPC in Q1 2025 and held it in 1 quarter. The position peaked at $4.1K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Painted Porch Advisors reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
Painted Porch Advisors sold 65 W.P. Carey shares in Q2 2025, an estimated $4.1K.
Painted Porch Advisors first reported a position in W.P. Carey in Q1 2025 and held it in 1 quarter.
Painted Porch Advisors's W.P. Carey position peaked at $4.1K in Q1 2025.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Painted Porch Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.