TFC Financial Management’s W.P. Carey WPC Stock Holding History

TFC Financial Management’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	$136	Hold	2	–	–	﹤0.01%	839
2025 Q4	$129	Hold	2	–	–	﹤0.01%	831
2025 Q3	$136	Hold	2	–	–	﹤0.01%	847
2025 Q2	$125	Hold	2	–	–	﹤0.01%	846
2025 Q1	$127	Hold	2	–	–	﹤0.01%	789
2024 Q4	$109	Hold	2	–	–	﹤0.01%	818
2024 Q3	$125	Hold	2	–	–	﹤0.01%	813
2024 Q2	$111	Buy	+2	New	+$113	﹤0.01%	800
2023 Q4	–	Sell	-6	Closed	-$325	–	736
2023 Q3	$325	Hold	6	–	–	﹤0.01%	656
2023 Q2	$406	Buy	+6	New	+$417	﹤0.01%	605

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TFC Financial Management's WPC Position: Q1 2026 in Review

TFC Financial Management held its W.P. Carey (WPC) position steady in Q1 2026 at 2 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #839.

TFC Financial Management first reported a position in WPC in Q2 2023 and has held it in 10 quarters since. The position peaked at $406 in Q2 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

TFC Financial Management held 2 shares of W.P. Carey worth $136 as of Q1 2026.
TFC Financial Management left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #839 holding.
TFC Financial Management first reported a position in W.P. Carey in Q2 2023 and has held it in 10 quarters since.
TFC Financial Management's W.P. Carey position peaked at $406 in Q2 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.