Jefferies Financial Group
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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
Q3 		– Sell
-23,437
Closed -$1.68M – 1898
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Jefferies Financial Group's WPC Position: Q3 2026 in Review

Jefferies Financial Group sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 23,437 shares — an estimated $1.68M sold.

Jefferies Financial Group first reported a position in WPC in Q1 2024 and held it in 4 quarters. The position peaked at $19.5M in Q1 2026. 547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Jefferies Financial Group reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 23,437 W.P. Carey shares in Q3 2026, an estimated $1.68M.
  • Jefferies Financial Group first reported a position in W.P. Carey in Q1 2024 and held it in 4 quarters.
  • Jefferies Financial Group's W.P. Carey position peaked at $19.5M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.