Proffitt & Goodson’s W.P. Carey WPC Stock Holding History

Proffitt & Goodson’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	-158	Closed	-$10.7K	–	453
2025 Q3	$10.7K	Buy	+158	New	+$10.3K	﹤0.01%	245

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

Proffitt & Goodson's WPC Position: Q4 2025 in Review

Proffitt & Goodson sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 158 shares — an estimated $10.7K sold.

Proffitt & Goodson first reported a position in WPC in Q3 2025 and held it in 1 quarter. The position peaked at $10.7K in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Proffitt & Goodson reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 158 W.P. Carey shares in Q4 2025, an estimated $10.7K.
Proffitt & Goodson first reported a position in W.P. Carey in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's W.P. Carey position peaked at $10.7K in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.