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

Essex 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 		$447K Buy
+6,584
New +$462K 0.03% 485
2017
Q3 		– Sell
-3,662
Closed -$237K – 355
2017
Q2 		$237K Sell
3,662
-51
-1% -$3.22K 0.05% 308
2017
Q1 		$226K Hold
3,713
– – 0.05% 289
2016
Q4 		$215K Buy
+3,713
New +$217K 0.05% 298
2015
Q2 		– Sell
-3,847
Closed -$256K – 344
2015
Q1 		$256K Hold
3,847
– – 0.07% 261
2014
Q4 		$264K Buy
3,847
+222
+6% +$14.7K 0.07% 252
2014
Q3 		$226K Buy
+3,625
New +$237K 0.07% 266

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

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

Essex Financial Services opened a new position in W.P. Carey (WPC) in Q1 2026: 6,584 shares worth $447K. The stake represents 0.03% of the portfolio and ranks #485 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in WPC as recently as Q2 2017.

Essex Financial Services first reported a position in WPC in Q3 2014 and has held it in 7 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Essex Financial Services held 6,584 shares of W.P. Carey worth $447K as of Q1 2026.
  • W.P. Carey was a new Essex Financial Services position in Q1 2026.
  • W.P. Carey made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #485 holding.
  • Essex Financial Services first reported a position in W.P. Carey in Q3 2014 and has held it in 7 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.