United Services Automobile Association’s W.P. Carey WPC Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-14,483	Closed	-$908K	–	1026
2025 Q1	$908K	Hold	14,483	–	–	0.03%	304
2024 Q4	$789K	Hold	14,483	–	–	0.03%	240
2024 Q3	$902K	Sell	14,483 -2,563	-15%	-$152K	0.02%	215
2024 Q2	$938K	Buy	17,046 +502	+3%	+$28.3K	0.02%	233
2024 Q1	$934K	Buy	+16,544	New	+$990K	0.02%	239
2019 Q3	–	Sell	-57,685	Closed	-$4.59M	–	1744
2019 Q2	$4.59M	Sell	57,685 -18,074	-24%	-$1.43M	0.01%	832
2019 Q1	$5.81M	Buy	75,759 +50,788	+203%	+$3.66M	0.02%	729
2018 Q4	$1.6M	Buy	24,971 +7,912	+46%	+$515K	﹤0.01%	1103
2018 Q3	$1.07M	Hold	17,059	–	–	﹤0.01%	1326
2018 Q2	$1.11M	Hold	17,059	–	–	﹤0.01%	1325
2018 Q1	$1.04M	Buy	+17,059	New	+$1.05M	﹤0.01%	1363
2016 Q1	–	Sell	-3,574	Closed	-$207K	–	1361
2015 Q4	$207K	Buy	+3,574	New	+$214K	﹤0.01%	1329

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

United Services Automobile Association's WPC Position: Q2 2025 in Review

United Services Automobile Association sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 14,483 shares — an estimated $908K sold.

United Services Automobile Association first reported a position in WPC in Q4 2015 and held it in 12 quarters. The position peaked at $5.81M in Q1 2019. 821 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

United Services Automobile Association reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 14,483 W.P. Carey shares in Q2 2025, an estimated $908K.
United Services Automobile Association first reported a position in W.P. Carey in Q4 2015 and held it in 12 quarters.
United Services Automobile Association's W.P. Carey position peaked at $5.81M in Q1 2019.
821 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.