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Pathway Financial Advisers’s W.P. Carey WPC Stock Holding History

Pathway Financial Advisers’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 		– Sell
-703
Closed -$47.4K – 360
2025
Q3 		$47.4K Sell
703
-36,870
-98% -$2.41M 0.01% 235
2025
Q2 		$2.34M Buy
37,573
+669
+2% +$41.2K 0.76% 45
2025
Q1 		$2.33M Buy
36,904
+3,044
+9% +$180K 0.8% 41
2024
Q4 		$1.84M Sell
33,860
-492
-1% -$28K 0.62% 54
2024
Q3 		$2.14M Buy
34,352
+1,055
+3% +$62.5K 0.97% 36
2024
Q2 		$1.83M Sell
33,297
-303
-0.9% -$17.1K 0.66% 50
2024
Q1 		$1.9M Buy
33,600
+1,588
+5% +$95K 0.68% 50
2023
Q4 		$2.07M Sell
32,012
-2,991
-9% -$172K 0.79% 42
2023
Q3 		$1.85M Buy
+35,003
New +$2.24M 0.77% 42
2023
Q1 		$2.27M Buy
29,858
+1,961
+7% +$156K 0.91% 34
2022
Q4 		$2.13M Buy
+27,897
New +$2.1M 0.87% 39

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

Pathway Financial Advisers's WPC Position: Q4 2025 in Review

Pathway Financial Advisers sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 703 shares — an estimated $47.4K sold.

Pathway Financial Advisers first reported a position in WPC in Q4 2022 and held it in 11 quarters. The position peaked at $2.34M in Q2 2025. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Pathway Financial Advisers reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 703 W.P. Carey shares in Q4 2025, an estimated $47.4K.
  • Pathway Financial Advisers first reported a position in W.P. Carey in Q4 2022 and held it in 11 quarters.
  • Pathway Financial Advisers's W.P. Carey position peaked at $2.34M in Q2 2025.
  • 857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.