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

VestGen 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
2026
Q3 		$434K Sell
6,711
-1,137
-14% -$80.7K 0.01% 648
2026
Q2 		$561K Sell
7,848
-139
-2% -$10.2K 0.02% 633
2026
Q1 		$597K Buy
7,987
+2,828
+55% +$198K 0.02% 607
2025
Q4 		$332K Buy
5,159
+1,789
+53% +$119K 0.01% 576
2025
Q3 		$228K Buy
+3,370
New +$221K 0.01% 663

Other funds holding WPC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

VestGen Advisors's WPC Position: Q3 2026 in Review

VestGen Advisors reduced its W.P. Carey (WPC) stake by 14% in Q3 2026, selling an estimated $80.7K and leaving 6,711 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #648.

VestGen Advisors first reported a position in WPC in Q3 2025 and has held it in 5 quarters since. The position peaked at $597K in Q1 2026. 497 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • VestGen Advisors held 6,711 shares of W.P. Carey worth $434K as of Q3 2026.
  • VestGen Advisors sold 1,137 W.P. Carey shares in Q3 2026, an estimated $80.7K.
  • W.P. Carey made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #648 holding.
  • VestGen Advisors first reported a position in W.P. Carey in Q3 2025 and has held it in 5 quarters since.
  • VestGen Advisors's W.P. Carey position peaked at $597K in Q1 2026.
  • 497 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.