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

Hantz 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 		$3.27M Buy
48,171
+7,328
+18% +$514K 0.05% 247
2025
Q4 		$2.63M Sell
40,843
-3,317
-8% -$221K 0.04% 294
2025
Q3 		$2.98M Sell
44,160
-526
-1% -$34.4K 0.05% 271
2025
Q2 		$2.79M Sell
44,686
-1,026
-2% -$63.2K 0.05% 285
2025
Q1 		$2.88M Sell
45,712
-818
-2% -$48.4K 0.05% 278
2024
Q4 		$2.54M Sell
46,530
-1,957
-4% -$111K 0.04% 296
2024
Q3 		$3.02M Sell
48,487
-1,291
-3% -$76.5K 0.05% 272
2024
Q2 		$2.74M Sell
49,778
-2,491
-5% -$140K 0.05% 283
2024
Q1 		$2.95M Sell
52,269
-2,431
-4% -$145K 0.06% 285
2023
Q4 		$3.54M Sell
54,700
-5,316
-9% -$306K 0.08% 256
2023
Q3 		$3.18M Buy
60,016
+1,147
+2% +$73.5K 0.08% 251
2023
Q2 		$3.9M Buy
58,869
+141
+0.2% +$9.8K 0.1% 224
2023
Q1 		$4.46M Buy
58,728
+1,066
+2% +$84.9K 0.12% 199
2022
Q4 		$4.41M Buy
57,662
+1,952
+4% +$147K 0.13% 192
2022
Q3 		$3.81M Buy
55,710
+1,494
+3% +$122K 0.13% 197
2022
Q2 		$4.4M Buy
54,216
+2,497
+5% +$201K 0.15% 184
2022
Q1 		$4.09M Buy
51,719
+3,447
+7% +$264K 0.12% 199
2021
Q4 		$3.88M Buy
48,272
+2,829
+6% +$217K 0.11% 200
2021
Q3 		$3.25M Buy
45,443
+5,371
+13% +$409K 0.11% 207
2021
Q2 		$2.93M Buy
40,072
+3,423
+9% +$251K 0.11% 208
2021
Q1 		$2.54M Buy
36,649
+725
+2% +$48.6K 0.11% 216
2020
Q4 		$2.48M Sell
35,924
-399
-1% -$26.6K 0.11% 204
2020
Q3 		$2.32M Sell
36,323
-606
-2% -$40.8K 0.12% 195
2020
Q2 		$2.45M Buy
36,929
+620
+2% +$38.5K 0.14% 187
2020
Q1 		$2.06M Buy
+36,309
New +$2.75M 0.14% 184

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

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

Hantz Financial Services increased its W.P. Carey (WPC) stake by 18% in Q1 2026, buying an estimated $514K and bringing the position to 48,171 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #247.

Hantz Financial Services first reported a position in WPC in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.46M in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Hantz Financial Services held 48,171 shares of W.P. Carey worth $3.27M as of Q1 2026.
  • Hantz Financial Services bought 7,328 W.P. Carey shares in Q1 2026, an estimated $514K.
  • W.P. Carey made up 0.05% of Hantz Financial Services's portfolio in Q1 2026, its #247 holding.
  • Hantz Financial Services first reported a position in W.P. Carey in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's W.P. Carey position peaked at $4.46M in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.