SageView Advisory Group’s W.P. Carey WPC Stock Holding History

SageView Advisory Group’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	$246K	Sell	3,815 -527	-12%	-$35.1K	0.01%	534
2025 Q3	$293K	Buy	4,342 +63	+1%	+$4.12K	0.01%	526
2025 Q2	$274K	Sell	4,279 -264	-6%	-$16.3K	0.01%	520
2025 Q1	$287K	Sell	4,543 -304	-6%	-$18K	0.01%	480
2024 Q4	$264K	Sell	4,847 -88	-2%	-$5.01K	0.01%	495
2024 Q3	$307K	Sell	4,935 -424	-8%	-$25.1K	0.02%	385
2024 Q2	$295K	Buy	+5,359	New	+$302K	0.01%	437
2024 Q1	–	Sell	-13,461	Closed	-$839K	–	835
2023 Q4	$839K	Buy	13,461 +3,768	+39%	+$217K	0.04%	283
2023 Q3	$513K	Sell	9,693 -221	-2%	-$14.2K	0.03%	324
2023 Q2	$656K	Buy	9,914 +3,553	+56%	+$247K	0.04%	298
2023 Q1	$483K	Buy	6,361 +850	+15%	+$67.7K	0.03%	313
2022 Q4	$422K	Buy	+5,511	New	+$414K	0.03%	266

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's WPC Position: Q4 2025 in Review

SageView Advisory Group reduced its W.P. Carey (WPC) stake by 12% in Q4 2025, selling an estimated $35.1K and leaving 3,815 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #534.

SageView Advisory Group first reported a position in WPC in Q4 2022 and has held it in 12 quarters since. The position peaked at $839K in Q4 2023. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

SageView Advisory Group held 3,815 shares of W.P. Carey worth $246K as of Q4 2025.
SageView Advisory Group sold 527 W.P. Carey shares in Q4 2025, an estimated $35.1K.
W.P. Carey made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #534 holding.
SageView Advisory Group first reported a position in W.P. Carey in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's W.P. Carey position peaked at $839K in Q4 2023.
857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.