BFS
WPC icon

Bare Financial Services’s W.P. Carey WPC Stock Holding History

Bare Financial Services’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 		$68.1K Buy
952
+68
+8% +$4.98K 0.02% 87
2026
Q1 		$60.1K Buy
884
+19
+2% +$1.33K 0.02% 78
2025
Q4 		$55.7K Hold
865
– – 0.02% 79
2025
Q3 		$58.4K Hold
865
– – 0.02% 70
2025
Q2 		$54K Hold
865
– – 0.02% 67
2025
Q1 		$54.6K Hold
865
– – 0.02% 61
2024
Q4 		$47.1K Hold
865
– – 0.02% 62
2024
Q3 		$53.9K Hold
865
– – 0.02% 60
2024
Q2 		$50K Hold
865
– – 0.03% 58
2024
Q1 		$47.4K Buy
865
+625
+260% +$37.4K 0.05% 54
2023
Q4 		$15.6K Buy
+240
New +$13.8K 0.03% 69

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

Bare Financial Services's WPC Position: Q2 2026 in Review

Bare Financial Services increased its W.P. Carey (WPC) stake by 7.7% in Q2 2026, buying an estimated $4.98K and bringing the position to 952 shares worth $68.1K. The position accounts for 0.02% of the portfolio, ranked #87.

Bare Financial Services first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 901 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Bare Financial Services held 952 shares of W.P. Carey worth $68.1K as of Q2 2026.
  • Bare Financial Services bought 68 W.P. Carey shares in Q2 2026, an estimated $4.98K.
  • W.P. Carey made up 0.02% of Bare Financial Services's portfolio in Q2 2026, its #87 holding.
  • Bare Financial Services first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • 901 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.