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Claris Financial’s W.P. Carey WPC Stock Holding History

Claris Financial’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 		$327K Buy
4,810
+26
+0.5% +$1.82K 0.18% 121
2025
Q4 		$308K Sell
4,784
-19
-0.4% -$1.26K 0.16% 125
2025
Q3 		$325K Buy
4,803
+67
+1% +$4.39K 0.18% 114
2025
Q2 		$295K Sell
4,736
-522
-10% -$32.1K 0.22% 107
2025
Q1 		$286K Hold
5,258
– – 0.19% 118
2024
Q4 		$286K Buy
+5,258
New +$300K 0.19% 118

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

Claris Financial's WPC Position: Q1 2026 in Review

Claris Financial increased its W.P. Carey (WPC) stake by 0.54% in Q1 2026, buying an estimated $1.82K and bringing the position to 4,810 shares worth $327K. The position accounts for 0.18% of the portfolio, ranked #121.

Claris Financial first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Claris Financial held 4,810 shares of W.P. Carey worth $327K as of Q1 2026.
  • Claris Financial bought 26 W.P. Carey shares in Q1 2026, an estimated $1.82K.
  • W.P. Carey made up 0.18% of Claris Financial's portfolio in Q1 2026, its #121 holding.
  • Claris Financial first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.