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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
Q1 		$340K Buy
+5,006
New +$351K 0.13% 192

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

First Affirmative Financial Network's WPC Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in W.P. Carey (WPC) in Q1 2026: 5,006 shares worth $340K. The stake represents 0.13% of the portfolio and ranks #192 among its holdings.

865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • First Affirmative Financial Network held 5,006 shares of W.P. Carey worth $340K as of Q1 2026.
  • W.P. Carey was a new First Affirmative Financial Network position in Q1 2026.
  • W.P. Carey made up 0.13% of First Affirmative Financial Network's portfolio in Q1 2026, its #192 holding.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.