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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$812K Buy
12,920
+4,921
+62% +$309K 0.01% 309
2025
Q1
$505K Buy
+7,999
New +$505K 0.02% 268