WPC β€” WP CAREY INC

Ownership history in GC Wealth Management RIA, LLC  Β·  5 quarters on record

AI Ownership Summary

GC Wealth Management RIA, LLC reported WP CAREY INC (WPC) in 5 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.12% in 2023 Q4. The latest visible filing shows WPC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GC Wealth Management RIA, LLC's position in WP CAREY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WPC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GC Wealth Management RIA, LLC held WPC β€” position size vs. price
% of Fund (quarterly)    WPC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,461 +1,078 +31.9% 0.01% $301K 2025-11-13 $65.68
2025 Q2 REDUCED 3,383 -650 -16.1% 0.02% $211K 2025-07-17 $58.80
2024 Q2 ADDED 4,033 +198 +5.2% 0.04% $222K 2024-07-31 $52.29
2024 Q1 REDUCED 3,835 -248 -6.1% 0.04% $216K 2024-05-10 $51.98
2023 Q4 INITIATED 4,083 β€” β€” 0.12% $265K 2024-02-12 $49.83

FAQ About GC Wealth Management RIA, LLC and WPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has GC Wealth Management RIA, LLC reported owning WPC?

GC Wealth Management RIA, LLC reported WPC across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WPC position in GC Wealth Management RIA, LLC's portfolio?

The largest reported portfolio weight for WPC was 0.12% in 2023 Q4.

What is the latest reported WPC position on this page?

The most recent filing on this page is 2025 Q3, when GC Wealth Management RIA, LLC reported 4,461 shares, equal to 0.01% of portfolio, with an estimated market value of $301K.

What does the chart on this WPC ownership page compare?

The chart compares GC Wealth Management RIA, LLC's quarterly WPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to GC Wealth Management RIA, LLC Holdings