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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
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 $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

Jefferies Financial Group's WPC Position: Q1 2026 in Review

Jefferies Financial Group increased its W.P. Carey (WPC) stake by 6,100% in Q1 2026, buying an estimated $19.8M and bringing the position to 287,250 shares worth $19.5M. The position accounts for 0.13% of the portfolio, ranked #125.

Jefferies Financial Group first reported a position in WPC in Q1 2024 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Jefferies Financial Group held 287,250 shares of W.P. Carey worth $19.5M as of Q1 2026.
  • Jefferies Financial Group bought 282,617 W.P. Carey shares in Q1 2026, an estimated $19.8M.
  • W.P. Carey made up 0.13% of Jefferies Financial Group's portfolio in Q1 2026, its #125 holding.
  • Jefferies Financial Group first reported a position in W.P. Carey in Q1 2024 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.