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TS Financial Group (TSFG)’s W.P. Carey WPC Stock Holding History

TS Financial Group (TSFG)’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 		$50K Buy
+733
New +$51.4K 0.01% 346

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

TS Financial Group (TSFG)'s WPC Position: Q1 2026 in Review

TS Financial Group (TSFG) opened a new position in W.P. Carey (WPC) in Q1 2026: 733 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #346 among its holdings.

865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • TS Financial Group (TSFG) held 733 shares of W.P. Carey worth $50K as of Q1 2026.
  • W.P. Carey was a new TS Financial Group (TSFG) position in Q1 2026.
  • W.P. Carey made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q1 2026, its #346 holding.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2026, filed 27 Apr 2026.