Keating Financial Advisory Services’s W.P. Carey WPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.85K Buy
42
+24
+133% +$1.68K ﹤0.01% 1709
2025
Q4
$1.16K Buy
+18
New +$1.2K ﹤0.01% 1759

Other funds holding WPC

Keating Financial Advisory Services's WPC Position: Q1 2026 in Review

Keating Financial Advisory Services increased its W.P. Carey (WPC) stake by 133% in Q1 2026, buying an estimated $1.68K and bringing the position to 42 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Keating Financial Advisory Services first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Keating Financial Advisory Services held 42 shares of W.P. Carey worth $2.85K as of Q1 2026.
  • Keating Financial Advisory Services bought 24 W.P. Carey shares in Q1 2026, an estimated $1.68K.
  • W.P. Carey made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #1709 holding.
  • Keating Financial Advisory Services first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.