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Kerntke Otto McGlone Wealth Management Group’s W.P. Carey WPC Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$496K Buy
7,300
+96
+1% +$6.73K 0.34% 49
2025
Q4 		$464K Buy
7,204
+93
+1% +$6.19K 0.33% 50
2025
Q3 		$480K Buy
7,111
+97
+1% +$6.35K 0.36% 47
2025
Q2 		$438K Buy
7,014
+146
+2% +$8.99K 0.35% 48
2025
Q1 		$433K Buy
6,868
+29
+0.4% +$1.72K 0.38% 45
2024
Q4 		$373K Sell
6,839
-681
-9% -$38.8K 0.28% 50
2024
Q3 		$469K Sell
7,520
-273
-4% -$16.2K 0.39% 41
2024
Q2 		$429K Buy
7,793
+47
+0.6% +$2.65K 0.4% 43
2024
Q1 		$437K Sell
7,746
-176
-2% -$10.5K 0.43% 40
2023
Q4 		$513K Buy
7,922
+1,179
+17% +$67.9K 0.51% 33
2023
Q3 		$357K Buy
6,743
+99
+1% +$6.34K 0.37% 43
2023
Q2 		$440K Buy
6,644
+166
+3% +$11.5K 0.43% 39
2023
Q1 		$491K Buy
6,478
+81
+1% +$6.45K 0.51% 34
2022
Q4 		$490K Buy
6,397
+33
+0.5% +$2.48K 0.56% 33
2022
Q3 		$435K Sell
6,364
-323
-5% -$26.4K 0.66% 31
2022
Q2 		$543K Buy
6,687
+53
+0.8% +$4.28K 0.81% 29
2022
Q1 		$525K Sell
6,634
-637
-9% -$48.9K 1.2% 17
2021
Q4 		$584K Sell
7,271
-1,888
-21% -$145K 0.71% 27
2021
Q3 		$655K Sell
9,159
-9,077
-50% -$691K 1.95% 13
2021
Q2 		$1.33M Buy
18,236
+737
+4% +$53.9K 0.53% 34
2021
Q1 		$1.21M Sell
17,499
-1,922
-10% -$129K 0.64% 35
2020
Q4 		$1.34M Sell
19,421
-4,646
-19% -$310K 0.79% 33
2020
Q3 		$1.54M Sell
24,067
-4,425
-16% -$298K 1.13% 27
2020
Q2 		$1.89M Buy
28,492
+812
+3% +$50.4K 1.72% 15
2020
Q1 		$1.57M Buy
27,680
+1,068
+4% +$81K 1.76% 17
2019
Q4 		$2.09M Buy
+26,612
New +$2.23M 1.76% 17

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's WPC Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its W.P. Carey (WPC) stake by 1.3% in Q1 2026, buying an estimated $6.73K and bringing the position to 7,300 shares worth $496K. The position accounts for 0.34% of the portfolio, ranked #49.

Kerntke Otto McGlone Wealth Management Group first reported a position in WPC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.09M in Q4 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Kerntke Otto McGlone Wealth Management Group held 7,300 shares of W.P. Carey worth $496K as of Q1 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 96 W.P. Carey shares in Q1 2026, an estimated $6.73K.
  • W.P. Carey made up 0.34% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q1 2026, its #49 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in W.P. Carey in Q4 2019 and has held it in 26 quarters since.
  • Kerntke Otto McGlone Wealth Management Group's W.P. Carey position peaked at $2.09M in Q4 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.