AG
WPC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AmeriFlex Group's WPC Position: Q1 2026 in Review

AmeriFlex Group increased its W.P. Carey (WPC) stake by 25% in Q1 2026, buying an estimated $23.5K and bringing the position to 1,698 shares worth $115K. The position accounts for 0.06% of the portfolio, ranked #255.

AmeriFlex Group first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $200K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • AmeriFlex Group held 1,698 shares of W.P. Carey worth $115K as of Q1 2026.
  • AmeriFlex Group bought 335 W.P. Carey shares in Q1 2026, an estimated $23.5K.
  • W.P. Carey made up 0.06% of AmeriFlex Group's portfolio in Q1 2026, its #255 holding.
  • AmeriFlex Group first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's W.P. Carey position peaked at $200K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.