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Jefferies Financial Group’s W.P. Carey WPC Stock Holding History

Jefferies Financial Group’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 		$1.68M Sell
23,437
-263,813
-92% -$19.3M 0.01% 752
2026
Q1 		$19.5M Buy
287,250
+282,617
+6,100% +$19.8M 0.13% 125
2025
Q4 		$298K Buy
+4,633
New +$309K ﹤0.01% 1497
2024
Q2 		– Sell
-4,000
Closed -$226K – 1920
2024
Q1 		$226K Buy
+4,000
New +$239K ﹤0.01% 1309

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

Jefferies Financial Group's WPC Position: Q2 2026 in Review

Jefferies Financial Group reduced its W.P. Carey (WPC) stake by 92% in Q2 2026, selling an estimated $19.3M and leaving 23,437 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #752.

Jefferies Financial Group first reported a position in WPC in Q1 2024 and has held it in 4 quarters since. The position peaked at $19.5M in Q1 2026. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Jefferies Financial Group held 23,437 shares of W.P. Carey worth $1.68M as of Q2 2026.
  • Jefferies Financial Group sold 263,813 W.P. Carey shares in Q2 2026, an estimated $19.3M.
  • W.P. Carey made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #752 holding.
  • Jefferies Financial Group first reported a position in W.P. Carey in Q1 2024 and has held it in 4 quarters since.
  • Jefferies Financial Group's W.P. Carey position peaked at $19.5M in Q1 2026.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.