Kayne Anderson Rudnick Investment Management’s W.P. Carey WPC Stock Holding History

Kayne Anderson Rudnick Investment 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 Q2	$3.64K	Buy	+50	New	+$3.66K	﹤0.01%	816

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WPC Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management opened a new position in W.P. Carey (WPC) in Q2 2026: 50 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #816 among its holdings.

895 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 50 shares of W.P. Carey worth $3.64K as of Q2 2026.
W.P. Carey was a new Kayne Anderson Rudnick Investment Management position in Q2 2026.
W.P. Carey made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #816 holding.
895 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.