Jacobs Equity’s W.P. Carey WPC Stock Holding History

Jacobs Equity’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	$435K	Buy	6,081 +1,471	+32%	+$108K	0.3%	80
2026 Q1	$313K	Sell	4,610 -258	-5%	-$18.1K	0.28%	82
2025 Q4	$313K	Buy	+4,868	New	+$324K	0.3%	85

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jacobs Equity's WPC Position: Q2 2026 in Review

Jacobs Equity increased its W.P. Carey (WPC) stake by 32% in Q2 2026, buying an estimated $108K and bringing the position to 6,081 shares worth $435K. The position accounts for 0.3% of the portfolio, ranked #80.

Jacobs Equity first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 899 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Jacobs Equity held 6,081 shares of W.P. Carey worth $435K as of Q2 2026.
Jacobs Equity bought 1,471 W.P. Carey shares in Q2 2026, an estimated $108K.
W.P. Carey made up 0.3% of Jacobs Equity's portfolio in Q2 2026, its #80 holding.
Jacobs Equity first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
899 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.