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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
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 Sell
5,088
-7,832
-61% -$513K 0.01% 337
2025
Q2 		$812K Buy
12,920
+4,921
+62% +$303K 0.01% 309
2025
Q1 		$505K Buy
+7,999
New +$473K 0.02% 268

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

Kestra Investment Management's WPC Position: Q1 2026 in Review

Kestra Investment Management reduced its W.P. Carey (WPC) stake by 25% in Q1 2026, selling an estimated $83.8K and leaving 3,519 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Kestra Investment Management first reported a position in WPC in Q1 2025 and has held it in 5 quarters since. The position peaked at $812K in Q2 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Kestra Investment Management held 3,519 shares of W.P. Carey worth $239K as of Q1 2026.
  • Kestra Investment Management sold 1,194 W.P. Carey shares in Q1 2026, an estimated $83.8K.
  • W.P. Carey made up ﹤0.01% of Kestra Investment Management's portfolio in Q1 2026, its #406 holding.
  • Kestra Investment Management first reported a position in W.P. Carey in Q1 2025 and has held it in 5 quarters since.
  • Kestra Investment Management's W.P. Carey position peaked at $812K in Q2 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.