Vision Financial Markets’s W.P. Carey WPC Stock Holding History

Vision Financial Markets’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	–	Sell	-1,200	Closed	-$81.1K	–	437
2025 Q3	$81.1K	Sell	1,200 -600	-33%	-$39.3K	0.07%	104
2025 Q2	$112K	Buy	+1,800	New	+$111K	0.11%	90

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 $315B AUM 27.84% 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

Vision Financial Markets's WPC Position: Q4 2025 in Review

Vision Financial Markets sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 1,200 shares — an estimated $81.1K sold.

Vision Financial Markets first reported a position in WPC in Q2 2025 and held it in 2 quarters. The position peaked at $112K in Q2 2025. 857 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Vision Financial Markets reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Vision Financial Markets sold 1,200 W.P. Carey shares in Q4 2025, an estimated $81.1K.
Vision Financial Markets first reported a position in W.P. Carey in Q2 2025 and held it in 2 quarters.
Vision Financial Markets's W.P. Carey position peaked at $112K in Q2 2025.
857 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Vision Financial Markets's 13F filing for Q4 2025, filed 22 Jan 2026.