KC
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Kepler Cheuvreux’s W.P. Carey WPC Stock Holding History

Kepler Cheuvreux’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 		$1.4M Sell
19,634
-78,089
-80% -$5.72M 0.08% 107
2026
Q1 		$6.64M Sell
97,723
-27,061
-22% -$1.9M 0.44% 61
2025
Q4 		$8.03M Buy
+124,784
New +$8.31M 0.45% 65

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Kepler Cheuvreux's WPC Position: Q2 2026 in Review

Kepler Cheuvreux reduced its W.P. Carey (WPC) stake by 80% in Q2 2026, selling an estimated $5.72M and leaving 19,634 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #107.

Kepler Cheuvreux first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.03M in Q4 2025. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Kepler Cheuvreux held 19,634 shares of W.P. Carey worth $1.4M as of Q2 2026.
  • Kepler Cheuvreux sold 78,089 W.P. Carey shares in Q2 2026, an estimated $5.72M.
  • W.P. Carey made up 0.08% of Kepler Cheuvreux's portfolio in Q2 2026, its #107 holding.
  • Kepler Cheuvreux first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • Kepler Cheuvreux's W.P. Carey position peaked at $8.03M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.