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Jackson Wealth Management’s W.P. Carey WPC Stock Holding History

Jackson Wealth Management’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 		– Sell
-5,233
Closed -$356K – 119
2026
Q1 		$356K Hold
5,233
– – 0.04% 113
2025
Q4 		$337K Hold
5,233
– – 0.03% 115
2025
Q3 		$354K Buy
+5,233
New +$343K 0.04% 129
2025
Q2 		– Sell
-5,233
Closed -$330K – 173
2025
Q1 		$330K Hold
5,233
– – 0.04% 136
2024
Q4 		$285K Sell
5,233
-151
-3% -$8.6K 0.03% 133
2024
Q3 		$335K Buy
5,384
+801
+17% +$47.5K 0.04% 115
2024
Q2 		$252K Sell
4,583
-650
-12% -$36.6K 0.05% 107
2024
Q1 		$295K Sell
5,233
-400
-7% -$23.9K 0.04% 114
2023
Q4 		$365K Sell
5,633
-118
-2% -$6.8K 0.05% 115
2023
Q3 		$305K Hold
5,751
– – 0.04% 119
2023
Q2 		$381K Hold
5,751
– – 0.06% 104
2023
Q1 		$436K Buy
+5,751
New +$458K 0.33% 89
2022
Q4 		– Sell
-5,751
Closed -$393K – 118
2022
Q3 		$393K Buy
5,751
+1,072
+23% +$87.7K 0.08% 93
2022
Q2 		$380K Sell
4,679
-1,072
-19% -$86.5K 0.18% 82
2022
Q1 		$455K Hold
5,751
– – 0.06% 104
2021
Q4 		$462K Buy
+5,751
New +$440K 0.06% 105
2021
Q3 		– Sell
-5,775
Closed -$422K – 127
2021
Q2 		$422K Hold
5,775
– – 0.05% 109
2021
Q1 		$400K Hold
5,775
– – 0.06% 109
2020
Q4 		$399K Hold
5,775
– – 0.05% 119
2020
Q3 		$369K Hold
5,775
– – 0.06% 114
2020
Q2 		$383K Hold
5,775
– – 0.07% 117
2020
Q1 		$350K Buy
+5,775
New +$438K 0.07% 101
2019
Q4 		– Sell
-5,512
Closed -$490K – 156
2019
Q3 		$490K Buy
+5,512
New +$470K 0.1% 113

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 $3.37T AUM 44.26% 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

Jackson Wealth Management's WPC Position: Q2 2026 in Review

Jackson Wealth Management sold out of W.P. Carey (WPC) in Q2 2026, closing a stake of 5,233 shares — an estimated $356K sold.

Jackson Wealth Management first reported a position in WPC in Q3 2019 and held it in 23 quarters. The position peaked at $490K in Q3 2019. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Jackson Wealth Management reported no remaining W.P. Carey position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 5,233 W.P. Carey shares in Q2 2026, an estimated $356K.
  • Jackson Wealth Management first reported a position in W.P. Carey in Q3 2019 and held it in 23 quarters.
  • Jackson Wealth Management's W.P. Carey position peaked at $490K in Q3 2019.
  • 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.