Johnson Financial Group Inc (Wisconsin)’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52.8K | Hold |
766
| – | – | ﹤0.01% | 470 |
|
|
2025
Q4 | $50K | Sell |
766
-1,182
| -61% | -$78.7K | ﹤0.01% | 502 |
|
|
2025
Q3 | $133K | Buy |
1,948
+1,182
| +154% | +$77.4K | 0.01% | 412 |
|
|
2025
Q2 | $48.5K | Sell |
766
-716
| -48% | -$44.1K | ﹤0.01% | 464 |
|
|
2025
Q1 | $94.8K | Buy |
1,482
+1,212
| +449% | +$71.7K | ﹤0.01% | 497 |
|
|
2024
Q4 | $15.1K | Hold |
270
| – | – | ﹤0.01% | 618 |
|
|
2024
Q3 | $17.1K | Hold |
270
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $15.1K | Buy |
+270
| New | +$15.2K | ﹤0.01% | 538 |
|
|
2020
Q4 | – | Sell |
-868
| Closed | -$55K | – | 529 |
|
|
2020
Q3 | $55K | Hold |
868
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $58K | Hold |
868
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $49K | Hold |
868
| – | – | 0.01% | 285 |
|
|
2019
Q4 | $68K | Hold |
868
| – | – | 0.01% | 294 |
|
|
2019
Q3 | $76K | Sell |
868
-179
| -17% | -$15.3K | 0.01% | 306 |
|
|
2019
Q2 | $83K | Hold |
1,047
| – | – | 0.01% | 289 |
|
|
2019
Q1 | $80K | Sell |
1,047
-194
| -16% | -$14K | 0.01% | 284 |
|
|
2018
Q4 | $79K | Buy |
1,241
+373
| +43% | +$24.3K | 0.01% | 280 |
|
|
2018
Q3 | $55K | Hold |
868
| – | – | 0.01% | 313 |
|
|
2018
Q2 | $56K | Hold |
868
| – | – | 0.01% | 325 |
|
|
2018
Q1 | $53K | Hold |
868
| – | – | 0.01% | 336 |
|
|
2017
Q4 | $59K | Hold |
868
| – | – | 0.01% | 344 |
|
|
2017
Q3 | $57K | Hold |
868
| – | – | 0.01% | 339 |
|
|
2017
Q2 | $56K | Hold |
868
| – | – | 0.01% | 347 |
|
|
2017
Q1 | $53K | Hold |
868
| – | – | 0.01% | 391 |
|
|
2016
Q4 | $50K | Hold |
868
| – | – | 0.01% | 398 |
|
|
2016
Q3 | $55K | Hold |
868
| – | – | 0.01% | 400 |
|
|
2016
Q2 | $59K | Hold |
868
| – | – | 0.01% | 427 |
|
|
2016
Q1 | $53K | Hold |
868
| – | – | 0.01% | 377 |
|
|
2015
Q4 | $50K | Sell |
868
-188
| -18% | -$11.3K | 0.01% | 382 |
|
|
2015
Q3 | $60K | Buy |
1,056
+188
| +22% | +$10.9K | 0.01% | 438 |
|
|
2015
Q2 | $50K | Hold |
868
| – | – | 0.01% | 491 |
|
|
2015
Q1 | $58K | Hold |
868
| – | – | 0.01% | 491 |
|
|
2014
Q4 | $60K | Hold |
868
| – | – | 0.01% | 464 |
|
|
2014
Q3 | $54K | Hold |
868
| – | – | 0.01% | 439 |
|
|
2014
Q2 | $55K | Sell |
868
-833
| -49% | -$50.8K | 0.01% | 444 |
|
|
2014
Q1 | $100K | Hold |
1,701
| – | – | 0.03% | 276 |
|
|
2013
Q4 | $102K | Hold |
1,701
| – | – | 0.03% | 274 |
|
|
2013
Q3 | $108K | Buy |
1,701
+41
| +2% | +$2.7K | 0.03% | 289 |
|
|
2013
Q2 | $108K | Buy |
+1,660
| New | +$113K | 0.03% | 309 |
|
Other funds holding WPC
VPM
VCM
Johnson Financial Group Inc (Wisconsin)'s WPC Position: Q1 2026 in Review
Johnson Financial Group Inc (Wisconsin) held its W.P. Carey (WPC) position steady in Q1 2026 at 766 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #470.
Johnson Financial Group Inc (Wisconsin) first reported a position in WPC in Q2 2013 and has held it in 38 quarters since. The position peaked at $133K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) held 766 shares of W.P. Carey worth $52.8K as of Q1 2026.
- Johnson Financial Group Inc (Wisconsin) left its W.P. Carey share count unchanged in Q1 2026.
- W.P. Carey made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #470 holding.
- Johnson Financial Group Inc (Wisconsin) first reported a position in W.P. Carey in Q2 2013 and has held it in 38 quarters since.
- Johnson Financial Group Inc (Wisconsin)'s W.P. Carey position peaked at $133K in Q3 2025.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.