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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
Q2 		$1.54M Buy
21,589
+115
+0.5% +$8.43K 0.02% 691
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
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 Private Wealth Services's WPC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its W.P. Carey (WPC) stake by 0.54% in Q2 2026, buying an estimated $8.43K and bringing the position to 21,589 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #691.

Kestra Private Wealth Services first reported a position in WPC in Q3 2020 and has held it in 11 quarters since. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Kestra Private Wealth Services held 21,589 shares of W.P. Carey worth $1.54M as of Q2 2026.
  • Kestra Private Wealth Services bought 115 W.P. Carey shares in Q2 2026, an estimated $8.43K.
  • W.P. Carey made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #691 holding.
  • Kestra Private Wealth Services first reported a position in W.P. Carey in Q3 2020 and has held it in 11 quarters since.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.