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Kestra Investment Management’s W.P. Carey WPC Stock Holding History

Kestra 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 		$207K Sell
2,890
-629
-18% -$46.1K ﹤0.01% 507
2026
Q1 		$239K Sell
3,519
-1,194
-25% -$83.8K ﹤0.01% 406
2025
Q4 		$303K Sell
4,713
-375
-7% -$25K 0.01% 365
2025
Q3 		$344K Buy
5,088
+167
+3% +$10.9K 0.01% 337
2025
Q2 		$307K Sell
4,921
-3,078
-38% -$190K 0.01% 360
2025
Q1 		$505K Buy
+7,999
New +$473K 0.02% 268

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Investment Management's WPC Position: Q2 2026 in Review

Kestra Investment Management reduced its W.P. Carey (WPC) stake by 18% in Q2 2026, selling an estimated $46.1K and leaving 2,890 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Kestra Investment Management first reported a position in WPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $505K in Q1 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Kestra Investment Management held 2,890 shares of W.P. Carey worth $207K as of Q2 2026.
  • Kestra Investment Management sold 629 W.P. Carey shares in Q2 2026, an estimated $46.1K.
  • W.P. Carey made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #507 holding.
  • Kestra Investment Management first reported a position in W.P. Carey in Q1 2025 and has held it in 6 quarters since.
  • Kestra Investment Management's W.P. Carey position peaked at $505K in Q1 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.