First Affirmative Financial Network
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First Affirmative Financial Network’s W.P. Carey WPC Stock Holding History

First Affirmative Financial Network’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
Q3 		$427K Buy
+6,610
New +$469K 0.09% 215
2026
Q1 		$340K Buy
+5,006
New +$351K 0.13% 192

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

First Affirmative Financial Network's WPC Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in W.P. Carey (WPC) in Q3 2026: 6,610 shares worth $427K. The stake represents 0.09% of the portfolio and ranks #215 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WPC as recently as Q1 2026.

First Affirmative Financial Network first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • First Affirmative Financial Network held 6,610 shares of W.P. Carey worth $427K as of Q3 2026.
  • W.P. Carey was a new First Affirmative Financial Network position in Q3 2026.
  • W.P. Carey made up 0.09% of First Affirmative Financial Network's portfolio in Q3 2026, its #215 holding.
  • First Affirmative Financial Network first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.