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Jaffetilchin Investment Partners’s W.P. Carey WPC Stock Holding History

Jaffetilchin Investment Partners’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
2025
Q4 		– Sell
-3,056
Closed -$206K – 479
2025
Q3 		$206K Buy
+3,056
New +$200K 0.01% 430
2025
Q2 		– Sell
-4,939
Closed -$312K – 463
2025
Q1 		$312K Buy
+4,939
New +$292K 0.02% 318
2019
Q4 		– Sell
-3,861
Closed -$338K – 253
2019
Q3 		$338K Buy
3,861
+42
+1% +$3.58K 0.08% 157
2019
Q2 		$304K Buy
3,819
+705
+23% +$55.8K 0.07% 189
2019
Q1 		$239K Buy
+3,114
New +$224K 0.05% 251

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jaffetilchin Investment Partners's WPC Position: Q4 2025 in Review

Jaffetilchin Investment Partners sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 3,056 shares — an estimated $206K sold.

Jaffetilchin Investment Partners first reported a position in WPC in Q1 2019 and held it in 5 quarters. The position peaked at $338K in Q3 2019. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Jaffetilchin Investment Partners reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 3,056 W.P. Carey shares in Q4 2025, an estimated $206K.
  • Jaffetilchin Investment Partners first reported a position in W.P. Carey in Q1 2019 and held it in 5 quarters.
  • Jaffetilchin Investment Partners's W.P. Carey position peaked at $338K in Q3 2019.
  • 858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2025, filed 15 Jan 2026.