KFS
WPC icon

Keynote Financial Services’s W.P. Carey WPC Stock Holding History

Keynote Financial 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 		$252K Hold
3,710
– – 0.13% 143
2025
Q4 		$239K Hold
3,710
– – 0.13% 148
2025
Q3 		$251K Hold
3,710
– – 0.15% 134
2025
Q2 		$231K Hold
3,710
– – 0.16% 136
2025
Q1 		$234K Sell
3,710
-32
-0.9% -$1.89K 0.17% 133
2024
Q4 		$204K Sell
3,742
-18
-0.5% -$1.03K 0.16% 137
2024
Q3 		$234K Hold
3,760
– – 0.18% 124
2024
Q2 		$207K Sell
3,760
-25
-0.7% -$1.41K 0.17% 129
2024
Q1 		$214K Buy
+3,785
New +$227K 0.18% 127

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Keynote Financial Services's WPC Position: Q1 2026 in Review

Keynote Financial Services held its W.P. Carey (WPC) position steady in Q1 2026 at 3,710 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #143.

Keynote Financial Services first reported a position in WPC in Q1 2024 and has held it in 9 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Keynote Financial Services held 3,710 shares of W.P. Carey worth $252K as of Q1 2026.
  • Keynote Financial Services left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.13% of Keynote Financial Services's portfolio in Q1 2026, its #143 holding.
  • Keynote Financial Services first reported a position in W.P. Carey in Q1 2024 and has held it in 9 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.