Jones Financial Companies
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Jones Financial Companies’s W.P. Carey WPC Stock Holding History

Jones Financial Companies’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
Q1 		$1.44M Buy
21,340
+4,415
+26% +$310K ﹤0.01% 1573
2025
Q4 		$1.09M Buy
16,925
+2,827
+20% +$188K ﹤0.01% 1190
2025
Q3 		$965K Buy
14,098
+4,296
+44% +$281K ﹤0.01% 1149
2025
Q2 		$616K Buy
9,802
+4,678
+91% +$288K ﹤0.01% 1189
2025
Q1 		$321K Buy
5,124
+2,025
+65% +$120K ﹤0.01% 1311
2024
Q4 		$169K Buy
3,099
+1,150
+59% +$65.5K ﹤0.01% 1425
2024
Q3 		$122K Buy
1,949
+820
+73% +$48.6K ﹤0.01% 1326
2024
Q2 		$62.2K Buy
+1,129
New +$63.6K ﹤0.01% 1174
2023
Q2 		– Sell
-499
Closed -$37.9K – 603
2023
Q1 		$37.9K Buy
499
+166
+50% +$13.2K ﹤0.01% 371
2022
Q4 		$25K Buy
+333
New +$25K ﹤0.01% 401
2022
Q1 		– Sell
-163
Closed -$13K – 856
2021
Q4 		$13K Hold
163
– – ﹤0.01% 526
2021
Q3 		$12K Buy
+163
New +$12.4K ﹤0.01% 481
2019
Q4 		– Sell
-3,371
Closed -$296K – 213
2019
Q3 		$296K Buy
+3,371
New +$287K ﹤0.01% 190
2013
Q4 		– Sell
-249
Closed -$16K – 544
2013
Q3 		$16K Hold
249
– – ﹤0.01% 454
2013
Q2 		$16K Buy
+249
New +$16.9K ﹤0.01% 513

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies's WPC Position: Q1 2026 in Review

Jones Financial Companies increased its W.P. Carey (WPC) stake by 26% in Q1 2026, buying an estimated $310K and bringing the position to 21,340 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Jones Financial Companies first reported a position in WPC in Q2 2013 and has held it in 15 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Jones Financial Companies held 21,340 shares of W.P. Carey worth $1.44M as of Q1 2026.
  • Jones Financial Companies bought 4,415 W.P. Carey shares in Q1 2026, an estimated $310K.
  • W.P. Carey made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1573 holding.
  • Jones Financial Companies first reported a position in W.P. Carey in Q2 2013 and has held it in 15 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.