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Ridgewood Investments’s W.P. Carey WPC Stock Holding History

Ridgewood Investments’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
-600
Closed -$37.4K – 702
2025
Q2 		$37.4K Hold
600
– – 0.02% 373
2025
Q1 		$37.9K Sell
600
-150
-20% -$8.88K 0.02% 351
2024
Q4 		$40.9K Hold
750
– – 0.02% 338
2024
Q3 		$46.7K Hold
750
– – 0.02% 322
2024
Q2 		$41.3K Buy
+750
New +$42.3K 0.02% 345
2023
Q3 		– Sell
-766
Closed -$50.7K – 783
2023
Q2 		$50.7K Hold
766
– – 0.03% 324
2023
Q1 		$58.1K Buy
+766
New +$61K 0.04% 316

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Ridgewood Investments's WPC Position: Q3 2025 in Review

Ridgewood Investments sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 600 shares — an estimated $37.4K sold.

Ridgewood Investments first reported a position in WPC in Q1 2023 and held it in 7 quarters. The position peaked at $58.1K in Q1 2023. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Ridgewood Investments reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 600 W.P. Carey shares in Q3 2025, an estimated $37.4K.
  • Ridgewood Investments first reported a position in W.P. Carey in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's W.P. Carey position peaked at $58.1K in Q1 2023.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.