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
Q2
$3.36K Buy
47
+5
+12% +$366 ﹤0.01% 1726
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: Q2 2026 in Review

Keating Financial Advisory Services increased its W.P. Carey (WPC) stake by 12% in Q2 2026, buying an estimated $366 and bringing the position to 47 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Keating Financial Advisory Services first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Keating Financial Advisory Services held 47 shares of W.P. Carey worth $3.36K as of Q2 2026.
  • Keating Financial Advisory Services bought 5 W.P. Carey shares in Q2 2026, an estimated $366.
  • W.P. Carey made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1726 holding.
  • Keating Financial Advisory Services first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.