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

Dunhill 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 		$829 Hold
12
– – ﹤0.01% 1003
2025
Q4 		$786 Buy
+12
New +$799 ﹤0.01% 866
2025
Q2 		– Sell
-14
Closed -$912 – 1137
2025
Q1 		$912 Hold
14
– – ﹤0.01% 806
2024
Q4 		$787 Hold
14
– – ﹤0.01% 763
2024
Q3 		$900 Buy
+14
New +$830 ﹤0.01% 778

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

Dunhill Financial's WPC Position: Q1 2026 in Review

Dunhill Financial held its W.P. Carey (WPC) position steady in Q1 2026 at 12 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Dunhill Financial first reported a position in WPC in Q3 2024 and has held it in 5 quarters since. The position peaked at $912 in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Dunhill Financial held 12 shares of W.P. Carey worth $829 as of Q1 2026.
  • Dunhill Financial left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1003 holding.
  • Dunhill Financial first reported a position in W.P. Carey in Q3 2024 and has held it in 5 quarters since.
  • Dunhill Financial's W.P. Carey position peaked at $912 in Q1 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.