von Borstel & Associates’s W.P. Carey WPC Stock Holding History

von Borstel & Associates’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	-421	Closed	-$26K	–	142
2025 Q1	$26K	Buy	+421	New	+$24.9K	0.01%	104

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

von Borstel & Associates's WPC Position: Q2 2025 in Review

von Borstel & Associates sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 421 shares — an estimated $26K sold.

von Borstel & Associates first reported a position in WPC in Q1 2025 and held it in 1 quarter. The position peaked at $26K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

von Borstel & Associates reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
von Borstel & Associates sold 421 W.P. Carey shares in Q2 2025, an estimated $26K.
von Borstel & Associates first reported a position in W.P. Carey in Q1 2025 and held it in 1 quarter.
von Borstel & Associates's W.P. Carey position peaked at $26K in Q1 2025.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.