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NorthStar Asset Management (New Jersey)’s W.P. Carey WPC Stock Holding History

NorthStar Asset Management (New Jersey)’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 		$247K Buy
3,638
+208
+6% +$14.6K 0.12% 85
2025
Q4 		$221K Buy
3,430
+10
+0.3% +$666 0.1% 99
2025
Q3 		$231K Buy
+3,420
New +$224K 0.11% 90

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

NorthStar Asset Management (New Jersey)'s WPC Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) increased its W.P. Carey (WPC) stake by 6.1% in Q1 2026, buying an estimated $14.6K and bringing the position to 3,638 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #85.

NorthStar Asset Management (New Jersey) first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • NorthStar Asset Management (New Jersey) held 3,638 shares of W.P. Carey worth $247K as of Q1 2026.
  • NorthStar Asset Management (New Jersey) bought 208 W.P. Carey shares in Q1 2026, an estimated $14.6K.
  • W.P. Carey made up 0.12% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #85 holding.
  • NorthStar Asset Management (New Jersey) first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.