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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
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 $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

Bare Financial Services's WPC Position: Q1 2026 in Review

Bare Financial Services increased its W.P. Carey (WPC) stake by 2.2% in Q1 2026, buying an estimated $1.33K and bringing the position to 884 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #78.

Bare Financial Services first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Bare Financial Services held 884 shares of W.P. Carey worth $60.1K as of Q1 2026.
  • Bare Financial Services bought 19 W.P. Carey shares in Q1 2026, an estimated $1.33K.
  • W.P. Carey made up 0.02% of Bare Financial Services's portfolio in Q1 2026, its #78 holding.
  • Bare Financial Services first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.