Kestra Private Wealth Services’s W.P. Carey WPC Stock Holding History

Kestra Private Wealth Services’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	$1.46M	Buy	21,474 +146	+0.7%	+$10.2K	0.02%	666
2025 Q4	$1.37M	Sell	21,328 -941	-4%	-$62.7K	0.02%	672
2025 Q3	$1.5M	Sell	22,269 -1,010	-4%	-$66.1K	0.02%	624
2025 Q2	$1.45M	Sell	23,279 -755	-3%	-$46.5K	0.02%	598
2025 Q1	$1.52M	Sell	24,034 -974	-4%	-$57.7K	0.03%	538
2024 Q4	$1.36M	Buy	25,008 +18,588	+290%	+$1.06M	0.02%	541
2024 Q3	$406K	Buy	6,420 +5	+0.1%	+$296	0.01%	964
2024 Q2	$359K	Buy	6,415 +107	+2%	+$6.03K	0.01%	976
2024 Q1	$361K	Buy	+6,308	New	+$378K	0.01%	935
2020 Q4	–	Sell	-5,561	Closed	-$355K	–	785
2020 Q3	$355K	Buy	+5,561	New	+$375K	0.03%	454

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kestra Private Wealth Services's WPC Position: Q1 2026 in Review

Kestra Private Wealth Services increased its W.P. Carey (WPC) stake by 0.68% in Q1 2026, buying an estimated $10.2K and bringing the position to 21,474 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #666.

Kestra Private Wealth Services first reported a position in WPC in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.52M in Q1 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Kestra Private Wealth Services held 21,474 shares of W.P. Carey worth $1.46M as of Q1 2026.
Kestra Private Wealth Services bought 146 W.P. Carey shares in Q1 2026, an estimated $10.2K.
W.P. Carey made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #666 holding.
Kestra Private Wealth Services first reported a position in W.P. Carey in Q3 2020 and has held it in 10 quarters since.
Kestra Private Wealth Services's W.P. Carey position peaked at $1.52M in Q1 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.