John Boyer Inc
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John Boyer Inc’s W.P. Carey WPC Stock Holding History

John Boyer Inc’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 		$9.46K Buy
+146
New +$10.4K 0.01% 160

Other funds holding WPC

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

John Boyer Inc's WPC Position: Q3 2026 in Review

John Boyer Inc opened a new position in W.P. Carey (WPC) in Q3 2026: 146 shares worth $9.46K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings.

679 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • John Boyer Inc held 146 shares of W.P. Carey worth $9.46K as of Q3 2026.
  • W.P. Carey was a new John Boyer Inc position in Q3 2026.
  • W.P. Carey made up 0.01% of John Boyer Inc's portfolio in Q3 2026, its #160 holding.
  • 679 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on John Boyer Inc's 13F filing for Q3 2026, filed 27 Oct 2026.