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Keudell/Morrison Wealth Management’s W.P. Carey WPC Stock Holding History

Keudell/Morrison Wealth 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
Q3 		– Sell
-3,559
Closed -$254K – 276
2026
Q2 		$254K Sell
3,559
-80
-2% -$5.86K 0.05% 217
2026
Q1 		$247K Sell
3,639
-511
-12% -$35.8K 0.05% 206
2025
Q4 		$267K Buy
+4,150
New +$276K 0.06% 190
2025
Q2 		$258K Sell
4,128
-332
-7% -$20.4K 0.06% 187
2025
Q1 		$281K Buy
4,460
+368
+9% +$21.8K 0.07% 165
2024
Q4 		$223K Buy
+4,092
New +$233K 0.06% 197
2023
Q4 		– Sell
-4,901
Closed -$260K – 196
2023
Q3 		$260K Buy
4,901
+146
+3% +$9.35K 0.08% 155
2023
Q2 		$315K Buy
4,755
+269
+6% +$18.7K 0.09% 145
2023
Q1 		$340K Sell
4,486
-143
-3% -$11.4K 0.1% 130
2022
Q4 		$354K Sell
4,629
-165
-3% -$12.4K 0.11% 122
2022
Q3 		$328K Buy
4,794
+257
+6% +$21K 0.12% 123
2022
Q2 		$368K Sell
4,537
-2,892
-39% -$233K 0.13% 117
2022
Q1 		$589K Buy
7,429
+3,907
+111% +$300K 0.25% 89
2021
Q4 		$283K Buy
3,522
+334
+10% +$25.6K 0.11% 149
2021
Q3 		$228K Buy
3,188
+157
+5% +$12K 0.1% 162
2021
Q2 		$222K Buy
3,031
+101
+3% +$7.39K 0.12% 157
2021
Q1 		$203K Buy
+2,930
New +$196K 0.12% 161

Other funds holding WPC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Keudell/Morrison Wealth Management's WPC Position: Q3 2026 in Review

Keudell/Morrison Wealth Management sold out of W.P. Carey (WPC) in Q3 2026, closing a stake of 3,559 shares — an estimated $254K sold.

Keudell/Morrison Wealth Management first reported a position in WPC in Q1 2021 and held it in 17 quarters. The position peaked at $589K in Q1 2022. 748 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Keudell/Morrison Wealth Management reported no remaining W.P. Carey position as of Q3 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 3,559 W.P. Carey shares in Q3 2026, an estimated $254K.
  • Keudell/Morrison Wealth Management first reported a position in W.P. Carey in Q1 2021 and held it in 17 quarters.
  • Keudell/Morrison Wealth Management's W.P. Carey position peaked at $589K in Q1 2022.
  • 748 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.