Raymond James Financial
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Raymond James Financial’s W.P. Carey WPC Stock Holding History

Raymond James Financial’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 		$38.6M Sell
568,637
-57,101
-9% -$4.01M 0.01% 1020
2025
Q4 		$40.3M Buy
625,738
+29,575
+5% +$1.97M 0.01% 955
2025
Q3 		$40.3M Sell
596,163
-6,045
-1% -$396K 0.01% 935
2025
Q2 		$37.6M Buy
602,208
+16,587
+3% +$1.02M 0.01% 939
2025
Q1 		$37M Buy
585,621
+8,482
+1% +$502K 0.01% 889
2024
Q4 		$31.4M Buy
+577,139
New +$32.9M 0.01% 1005

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

Raymond James Financial's WPC Position: Q1 2026 in Review

Raymond James Financial reduced its W.P. Carey (WPC) stake by 9.1% in Q1 2026, selling an estimated $4.01M and leaving 568,637 shares worth $38.6M. The position accounts for 0.01% of the portfolio, ranked #1020.

Raymond James Financial first reported a position in WPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.3M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Raymond James Financial held 568,637 shares of W.P. Carey worth $38.6M as of Q1 2026.
  • Raymond James Financial sold 57,101 W.P. Carey shares in Q1 2026, an estimated $4.01M.
  • W.P. Carey made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1020 holding.
  • Raymond James Financial first reported a position in W.P. Carey in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's W.P. Carey position peaked at $40.3M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.