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
Q2 		$48.9M Buy
683,922
+115,285
+20% +$8.45M 0.01% 949
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial's WPC Position: Q2 2026 in Review

Raymond James Financial increased its W.P. Carey (WPC) stake by 20% in Q2 2026, buying an estimated $8.45M and bringing the position to 683,922 shares worth $48.9M. The position accounts for 0.01% of the portfolio, ranked #949.

Raymond James Financial first reported a position in WPC in Q4 2024 and has held it in 7 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Raymond James Financial held 683,922 shares of W.P. Carey worth $48.9M as of Q2 2026.
  • Raymond James Financial bought 115,285 W.P. Carey shares in Q2 2026, an estimated $8.45M.
  • W.P. Carey made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #949 holding.
  • Raymond James Financial first reported a position in W.P. Carey in Q4 2024 and has held it in 7 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.