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AmeriFlex Group’s W.P. Carey WPC Stock Holding History

AmeriFlex Group’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
Q2 		$122K Buy
1,702
+4
+0.2% +$293 0.05% 301
2026
Q1 		$115K Buy
1,698
+335
+25% +$23.5K 0.06% 255
2025
Q4 		$87.7K Sell
1,363
-1,602
-54% -$107K 0.05% 311
2025
Q3 		$200K Buy
2,965
+2,590
+691% +$170K 0.08% 211
2025
Q2 		$23.6K Sell
375
-1,504
-80% -$92.6K 0.01% 539
2025
Q1 		$119K Hold
1,879
– – 0.05% 315
2024
Q4 		$105K Buy
+1,879
New +$107K 0.05% 291

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AmeriFlex Group's WPC Position: Q2 2026 in Review

AmeriFlex Group increased its W.P. Carey (WPC) stake by 0.24% in Q2 2026, buying an estimated $293 and bringing the position to 1,702 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #301.

AmeriFlex Group first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • AmeriFlex Group held 1,702 shares of W.P. Carey worth $122K as of Q2 2026.
  • AmeriFlex Group bought 4 W.P. Carey shares in Q2 2026, an estimated $293.
  • W.P. Carey made up 0.05% of AmeriFlex Group's portfolio in Q2 2026, its #301 holding.
  • AmeriFlex Group first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's W.P. Carey position peaked at $200K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.