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BOLTON SECURITIES CORPORATION’s W.P. Carey WPC Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$6.12K Buy
+90
New +$6.31K ﹤0.01% 1722
2025
Q3 		$6.08K Buy
+90
New +$5.89K ﹤0.01% 1659
2025
Q1 		$5.68K Buy
+90
New +$5.33K ﹤0.01% 1552

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 $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WPC Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in W.P. Carey (WPC) in Q1 2026: 90 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in WPC as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in WPC in Q1 2025 and has held it in 3 quarters since. 875 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 90 shares of W.P. Carey worth $6.12K as of Q1 2026.
  • W.P. Carey was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • W.P. Carey made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1722 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in W.P. Carey in Q1 2025 and has held it in 3 quarters since.
  • 875 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.