Peachtree Investment Partners’s W.P. Carey WPC Stock Holding History

Peachtree Investment 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	–	Sell	-4,218	Closed	-$285K	–	136
2025 Q3	$285K	Buy	4,218 +39	+0.9%	+$2.55K	0.1%	74
2025 Q2	$261K	Buy	4,179 +39	+0.9%	+$2.4K	0.1%	83
2025 Q1	$261K	Buy	4,140 +42	+1%	+$2.49K	0.1%	77
2024 Q4	$223K	Buy	4,098 +37	+0.9%	+$2.11K	0.08%	78
2024 Q3	$253K	Buy	4,061 +39	+1%	+$2.31K	0.1%	76
2024 Q2	$221K	Buy	+4,022	New	+$227K	0.09%	72

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Peachtree Investment Partners's WPC Position: Q4 2025 in Review

Peachtree Investment Partners sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 4,218 shares — an estimated $285K sold.

Peachtree Investment Partners first reported a position in WPC in Q2 2024 and held it in 6 quarters. The position peaked at $285K in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Peachtree Investment Partners reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Peachtree Investment Partners sold 4,218 W.P. Carey shares in Q4 2025, an estimated $285K.
Peachtree Investment Partners first reported a position in W.P. Carey in Q2 2024 and held it in 6 quarters.
Peachtree Investment Partners's W.P. Carey position peaked at $285K in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Peachtree Investment Partners's 13F filing for Q4 2025, filed 11 Feb 2026.