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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
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
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

New England Capital Financial Advisors's WPC Position: Q1 2026 in Review

New England Capital Financial Advisors held its W.P. Carey (WPC) position steady in Q1 2026 at 583 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #144.

New England Capital Financial Advisors first reported a position in WPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.9K in Q4 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • New England Capital Financial Advisors held 583 shares of W.P. Carey worth $39.6K as of Q1 2026.
  • New England Capital Financial Advisors left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.01% of New England Capital Financial Advisors's portfolio in Q1 2026, its #144 holding.
  • New England Capital Financial Advisors first reported a position in W.P. Carey in Q4 2022 and has held it in 14 quarters since.
  • New England Capital Financial Advisors's W.P. Carey position peaked at $48.9K in Q4 2022.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.