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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

JFS Wealth Advisors's WPC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in W.P. Carey (WPC) in Q2 2026: 20 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #1705 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in WPC as recently as Q1 2024.

JFS Wealth Advisors first reported a position in WPC in Q1 2020 and has held it in 5 quarters since. The position peaked at $46.9K in Q1 2024. 159 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • JFS Wealth Advisors held 20 shares of W.P. Carey worth $1.45K as of Q2 2026.
  • W.P. Carey was a new JFS Wealth Advisors position in Q2 2026.
  • W.P. Carey made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1705 holding.
  • JFS Wealth Advisors first reported a position in W.P. Carey in Q1 2020 and has held it in 5 quarters since.
  • JFS Wealth Advisors's W.P. Carey position peaked at $46.9K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.