New England Capital Financial Advisors’s W.P. Carey WPC Stock Holding History

New England Capital Financial 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	$41.7K	Hold	583	–	–	0.01%	147
2026 Q1	$39.6K	Hold	583	–	–	0.01%	144
2025 Q4	$37.5K	Hold	583	–	–	0.01%	151
2025 Q3	$39.4K	Hold	583	–	–	0.02%	140
2025 Q2	$36.3K	Hold	583	–	–	0.02%	136
2025 Q1	$36.8K	Hold	583	–	–	0.02%	131
2024 Q4	$31.7K	Hold	583	–	–	0.02%	144
2024 Q3	$36.3K	Hold	583	–	–	0.02%	135
2024 Q2	$32.1K	Hold	583	–	–	0.02%	139
2024 Q1	$32.9K	Hold	583	–	–	0.02%	136
2023 Q4	$37.8K	Sell	583 -12	-2%	-$691	0.02%	128
2023 Q3	$31.5K	Hold	595	–	–	0.02%	133
2023 Q2	$39.4K	Hold	595	–	–	0.03%	128
2023 Q1	$45.1K	Hold	595	–	–	0.03%	124
2022 Q4	$48.9K	Buy	+595	New	+$44.7K	0.03%	121

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New England Capital Financial Advisors's WPC Position: Q2 2026 in Review

New England Capital Financial Advisors held its W.P. Carey (WPC) position steady in Q2 2026 at 583 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #147.

New England Capital Financial Advisors first reported a position in WPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.9K in Q4 2022. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

New England Capital Financial Advisors held 583 shares of W.P. Carey worth $41.7K as of Q2 2026.
New England Capital Financial Advisors left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #147 holding.
New England Capital Financial Advisors first reported a position in W.P. Carey in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's W.P. Carey position peaked at $48.9K in Q4 2022.
905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.