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

Hughes 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 		$2.72K Buy
38
+15
+65% +$1.1K ﹤0.01% 691
2026
Q1 		$1.56K Buy
23
+2
+10% +$140 ﹤0.01% 664
2025
Q4 		$1.35K Buy
21
+3
+17% +$200 ﹤0.01% 646
2025
Q3 		$1.2K Hold
18
– – ﹤0.01% 678
2025
Q2 		$1.17K Buy
+18
New +$1.11K ﹤0.01% 658

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

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

Hughes Financial Services increased its W.P. Carey (WPC) stake by 65% in Q2 2026, buying an estimated $1.1K and bringing the position to 38 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Hughes Financial Services first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Hughes Financial Services held 38 shares of W.P. Carey worth $2.72K as of Q2 2026.
  • Hughes Financial Services bought 15 W.P. Carey shares in Q2 2026, an estimated $1.1K.
  • W.P. Carey made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #691 holding.
  • Hughes Financial Services first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.