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

Rise 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
Q4 		– Sell
-1,724
Closed -$116K – 1437
2025
Q3 		$116K Buy
1,724
+9
+0.5% +$589 0.04% 146
2025
Q2 		$107K Buy
1,715
+17
+1% +$1.05K 0.04% 148
2025
Q1 		$107K Sell
1,698
-187
-10% -$11.1K 0.05% 140
2024
Q4 		$103K Buy
1,885
+11
+0.6% +$627 0.05% 138
2024
Q3 		$117K Buy
1,874
+11
+0.6% +$652 0.06% 135
2024
Q2 		$103K Buy
1,863
+11
+0.6% +$620 0.05% 145
2024
Q1 		$105K Buy
1,852
+537
+41% +$32.1K 0.06% 148
2023
Q4 		$85.2K Sell
1,315
-24
-2% -$1.38K 0.06% 114
2023
Q3 		$70.9K Buy
1,339
+4
+0.3% +$256 0.06% 111
2023
Q2 		$88.4K Buy
1,335
+2
+0.2% +$139 0.07% 108
2023
Q1 		$101K Buy
1,333
+3
+0.2% +$239 0.08% 102
2022
Q4 		$102K Buy
1,330
+189
+17% +$14.2K 0.08% 103
2022
Q3 		$78K Hold
1,141
– – 0.06% 114
2022
Q2 		$93K Hold
1,141
– – 0.09% 98
2022
Q1 		$90K Hold
1,141
– – 0.08% 107
2021
Q4 		$91.7K Buy
+1,141
New +$87.3K 0.09% 101

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rise Advisors's WPC Position: Q4 2025 in Review

Rise Advisors sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 1,724 shares — an estimated $116K sold.

Rise Advisors first reported a position in WPC in Q4 2021 and held it in 16 quarters. The position peaked at $117K in Q3 2024. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Rise Advisors reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,724 W.P. Carey shares in Q4 2025, an estimated $116K.
  • Rise Advisors first reported a position in W.P. Carey in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's W.P. Carey position peaked at $117K in Q3 2024.
  • 856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.