KMWM
WPC icon

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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Keudell/Morrison Wealth Management's WPC Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its W.P. Carey (WPC) stake by 2.2% in Q2 2026, selling an estimated $5.86K and leaving 3,559 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #217.

Keudell/Morrison Wealth Management first reported a position in WPC in Q1 2021 and has held it in 17 quarters since. The position peaked at $589K in Q1 2022. 158 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Keudell/Morrison Wealth Management held 3,559 shares of W.P. Carey worth $254K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 80 W.P. Carey shares in Q2 2026, an estimated $5.86K.
  • W.P. Carey made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #217 holding.
  • Keudell/Morrison Wealth Management first reported a position in W.P. Carey in Q1 2021 and has held it in 17 quarters since.
  • Keudell/Morrison Wealth Management's W.P. Carey position peaked at $589K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.