Key Financial Inc’s W.P. Carey WPC Stock Holding History

Key Financial Inc’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	$66.9K	Hold	984	–	–	0.01%	476
2025 Q4	$63.4K	Hold	984	–	–	0.01%	476
2025 Q3	$67.4K	Sell	984 -7	-0.7%	-$458	0.01%	461
2025 Q2	$61.8K	Hold	991	–	–	0.01%	453
2025 Q1	$62.6K	Hold	991	–	–	0.01%	439
2024 Q4	$54K	Buy	991 +22	+2%	+$1.25K	0.01%	469
2024 Q3	$60.4K	Buy	969 +7	+0.7%	+$415	0.01%	452
2024 Q2	$53K	Hold	962	–	–	0.01%	460
2024 Q1	$54.3K	Hold	962	–	–	0.01%	424
2023 Q4	$62.4K	Sell	962 -20	-2%	-$1.15K	0.02%	384
2023 Q3	$52K	Hold	982	–	–	0.02%	403
2023 Q2	$65K	Hold	982	–	–	0.02%	366
2023 Q1	$74.5K	Sell	982 -271	-22%	-$21.6K	0.03%	335
2022 Q4	$85.6K	Hold	1,253	–	–	0.04%	270
2022 Q3	$86K	Hold	1,253	–	–	0.04%	274
2022 Q2	$102K	Hold	1,253	–	–	0.06%	234
2022 Q1	$99K	Hold	1,253	–	–	0.05%	250
2021 Q4	$101K	Hold	1,253	–	–	0.05%	235
2021 Q3	$90K	Hold	1,253	–	–	0.05%	237
2021 Q2	$99K	Hold	1,253	–	–	0.06%	233
2021 Q1	$87K	Buy	1,253 +25	+2%	+$1.68K	0.06%	208
2020 Q4	$85K	Buy	+1,228	New	+$82K	0.06%	193
2020 Q2	–	Sell	-1,228	Closed	-$71K	–	653
2020 Q1	$71K	Buy	+1,228	New	+$93.1K	0.07%	187

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

Key Financial Inc's WPC Position: Q1 2026 in Review

Key Financial Inc held its W.P. Carey (WPC) position steady in Q1 2026 at 984 shares worth $66.9K. The position accounts for 0.01% of the portfolio, ranked #476.

Key Financial Inc first reported a position in WPC in Q1 2020 and has held it in 23 quarters since. The position peaked at $102K in Q2 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Key Financial Inc held 984 shares of W.P. Carey worth $66.9K as of Q1 2026.
Key Financial Inc left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #476 holding.
Key Financial Inc first reported a position in W.P. Carey in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's W.P. Carey position peaked at $102K in Q2 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.