TSMHT
WPC icon

Thurston Springer Miller Herd & Titak’s W.P. Carey WPC Stock Holding History

Thurston Springer Miller Herd & Titak’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
-246
Closed -$15.4K – 1363
2025
Q2 		$15.4K Buy
246
+1
+0.4% +$62 ﹤0.01% 1028
2025
Q1 		$15.5K Buy
245
+37
+18% +$2.19K ﹤0.01% 967
2024
Q4 		$11.3K Buy
208
+150
+259% +$8.55K ﹤0.01% 858
2024
Q3 		$3.61K Hold
58
– – ﹤0.01% 1256
2024
Q2 		$3.19K Buy
+58
New +$3.27K ﹤0.01% 1246

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

Thurston Springer Miller Herd & Titak's WPC Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of W.P. Carey (WPC) in Q3 2025, closing a stake of 246 shares — an estimated $15.4K sold.

Thurston Springer Miller Herd & Titak first reported a position in WPC in Q2 2024 and held it in 5 quarters. The position peaked at $15.5K in Q1 2025. 818 funds tracked by Wall St. Rank hold WPC as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining W.P. Carey position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 246 W.P. Carey shares in Q3 2025, an estimated $15.4K.
  • Thurston Springer Miller Herd & Titak first reported a position in W.P. Carey in Q2 2024 and held it in 5 quarters.
  • Thurston Springer Miller Herd & Titak's W.P. Carey position peaked at $15.5K in Q1 2025.
  • 818 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.