JFS Wealth Advisors
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JFS Wealth Advisors’s W.P. Carey WPC Stock Holding History

JFS Wealth Advisors’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 		$1.31K Hold
20
– – ﹤0.01% 1718
2026
Q2 		$1.45K Buy
+20
New +$1.47K ﹤0.01% 1705
2025
Q1 		– Hold
0
– – – 1913
2024
Q2 		– Sell
-831
Closed -$46.9K – 2051
2024
Q1 		$46.9K Buy
+831
New +$49.7K ﹤0.01% 435
2020
Q4 		– Sell
-6
Closed – – 634
2020
Q3 		$0 Hold
6
– – ﹤0.01% 603
2020
Q2 		$0 Sell
6
-5
-45% -$311 ﹤0.01% 580
2020
Q1 		$1K Buy
+11
New +$834 ﹤0.01% 493

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

JFS Wealth Advisors's WPC Position: Q3 2026 in Review

JFS Wealth Advisors held its W.P. Carey (WPC) position steady in Q3 2026 at 20 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

JFS Wealth Advisors first reported a position in WPC in Q1 2020 and has held it in 6 quarters since. The position peaked at $46.9K in Q1 2024. 480 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • JFS Wealth Advisors held 20 shares of W.P. Carey worth $1.31K as of Q3 2026.
  • JFS Wealth Advisors left its W.P. Carey share count unchanged in Q3 2026.
  • W.P. Carey made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1718 holding.
  • JFS Wealth Advisors first reported a position in W.P. Carey in Q1 2020 and has held it in 6 quarters since.
  • JFS Wealth Advisors's W.P. Carey position peaked at $46.9K in Q1 2024.
  • 480 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.