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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
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 $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

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

Hughes Financial Services increased its W.P. Carey (WPC) stake by 9.5% in Q1 2026, buying an estimated $140 and bringing the position to 23 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Hughes Financial Services first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Hughes Financial Services held 23 shares of W.P. Carey worth $1.56K as of Q1 2026.
  • Hughes Financial Services bought 2 W.P. Carey shares in Q1 2026, an estimated $140.
  • W.P. Carey made up ﹤0.01% of Hughes Financial Services's portfolio in Q1 2026, its #664 holding.
  • Hughes Financial Services first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.