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PSI Advisors’s W.P. Carey WPC Stock Holding History

PSI 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
-708
Closed -$44.7K – 701
2025
Q1 		$44.7K Sell
708
-1
-0.1% -$59 0.01% 248
2024
Q4 		$38.6K Hold
709
– – 0.01% 317
2024
Q3 		$44.1K Hold
709
– – 0.01% 291
2024
Q2 		$39K Sell
709
-1,136
-62% -$64K 0.01% 287
2024
Q1 		$104K Sell
1,845
-1
-0.1% -$60 0.04% 176
2023
Q4 		$120K Sell
1,846
-935
-34% -$53.9K 0.04% 161
2023
Q3 		$147K Buy
2,781
+17
+0.6% +$1.09K 0.06% 147
2023
Q2 		$183K Buy
2,764
+1,104
+67% +$76.8K 0.08% 128
2023
Q1 		$126K Buy
1,660
+322
+24% +$25.7K 0.06% 143
2022
Q4 		$102K Sell
1,338
-204
-13% -$15.3K 0.05% 149
2022
Q3 		$105K Hold
1,542
– – 0.06% 159
2022
Q2 		$125K Hold
1,542
– – 0.06% 154
2022
Q1 		$122K Hold
1,542
– – 0.05% 180
2021
Q4 		$124K Hold
1,542
– – 0.05% 180
2021
Q3 		$110K Buy
+1,542
New +$117K 0.05% 187
2020
Q1 		– Sell
-1,263
Closed -$99K – 608
2019
Q4 		$99K Buy
+1,263
New +$106K 0.06% 192

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

PSI Advisors's WPC Position: Q2 2025 in Review

PSI Advisors sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 708 shares — an estimated $44.7K sold.

PSI Advisors first reported a position in WPC in Q4 2019 and held it in 16 quarters. The position peaked at $183K in Q2 2023. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • PSI Advisors reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 708 W.P. Carey shares in Q2 2025, an estimated $44.7K.
  • PSI Advisors first reported a position in W.P. Carey in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's W.P. Carey position peaked at $183K in Q2 2023.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.