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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
Q2 		$447K Sell
6,249
-335
-5% -$24.6K 0.02% 513
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 $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 $3.38T AUM 44.17% 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

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

Essex Financial Services reduced its W.P. Carey (WPC) stake by 5.1% in Q2 2026, selling an estimated $24.6K and leaving 6,249 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #513.

Essex Financial Services first reported a position in WPC in Q3 2014 and has held it in 8 quarters since. The position peaked at $447K in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Essex Financial Services held 6,249 shares of W.P. Carey worth $447K as of Q2 2026.
  • Essex Financial Services sold 335 W.P. Carey shares in Q2 2026, an estimated $24.6K.
  • W.P. Carey made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #513 holding.
  • Essex Financial Services first reported a position in W.P. Carey in Q3 2014 and has held it in 8 quarters since.
  • Essex Financial Services's W.P. Carey position peaked at $447K in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.