Perbak Capital Partners’s W.P. Carey WPC Stock Holding History

Perbak Capital 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 Q3	–	Sell	-3,370	Closed	-$210K	–	388
2025 Q2	$210K	Buy	+3,370	New	+$208K	0.05%	268

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Perbak Capital Partners's WPC Position: Q3 2025 in Review

Perbak Capital Partners sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 3,370 shares — an estimated $210K sold.

Perbak Capital Partners first reported a position in WPC in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

Perbak Capital Partners reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
Perbak Capital Partners sold 3,370 W.P. Carey shares in Q3 2025, an estimated $210K.
Perbak Capital Partners first reported a position in W.P. Carey in Q2 2025 and held it in 1 quarter.
Perbak Capital Partners's W.P. Carey position peaked at $210K in Q2 2025.
818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Perbak Capital Partners's 13F filing for Q3 2025, filed 13 Nov 2025.