Sonora Investment Management Group’s W.P. Carey WPC Stock Holding History

Sonora Investment Management 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 Q3	$12.3M	Sell	182,282 -540	-0.3%	-$35.3K	0.87%	37
2025 Q2	$11.4M	Buy	182,822 +4,817	+3%	+$297K	0.85%	40
2025 Q1	$11.2M	Buy	178,005 +19,493	+12%	+$1.15M	0.89%	41
2024 Q4	$8.64M	Buy	158,512 +467	+0.3%	+$26.6K	0.66%	51
2024 Q3	$9.85M	Buy	158,045 +14,639	+10%	+$868K	0.73%	51
2024 Q2	$8.09M	Hold	143,406	–	–	0.63%	59
2024 Q1	$8.09M	Buy	143,406 +8,614	+6%	+$516K	0.63%	59
2023 Q4	$8.74M	Buy	134,792 +11,358	+9%	+$654K	0.71%	52
2023 Q3	$6.54M	Buy	123,434 +12,747	+12%	+$817K	0.56%	64
2023 Q2	$7.32M	Buy	110,687 +14,567	+15%	+$1.01M	0.61%	59
2023 Q1	$7.29M	Buy	96,120 +7,360	+8%	+$586K	0.64%	60
2022 Q4	$6.79M	Buy	88,760 +20,213	+29%	+$1.52M	0.62%	66
2022 Q3	$5.56M	Hold	68,547	–	–	0.71%	53
2022 Q2	$5.56M	Buy	68,547 +11,021	+19%	+$889K	0.53%	71
2022 Q1	$4.55M	Buy	57,526 +11,550	+25%	+$886K	0.52%	68
2021 Q4	$3.69M	Buy	+45,976	New	+$3.52M	0.43%	71

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sonora Investment Management Group's WPC Position: Q3 2025 in Review

Sonora Investment Management Group reduced its W.P. Carey (WPC) stake by 0.3% in Q3 2025, selling an estimated $35.3K and leaving 182,282 shares worth $12.3M. The position accounts for 0.87% of the portfolio, ranked #37.

Sonora Investment Management Group first reported a position in WPC in Q4 2021 and has held it in 16 quarters since. 820 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

Sonora Investment Management Group held 182,282 shares of W.P. Carey worth $12.3M as of Q3 2025.
Sonora Investment Management Group sold 540 W.P. Carey shares in Q3 2025, an estimated $35.3K.
W.P. Carey made up 0.87% of Sonora Investment Management Group's portfolio in Q3 2025, its #37 holding.
Sonora Investment Management Group first reported a position in W.P. Carey in Q4 2021 and has held it in 16 quarters since.
820 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.