Keystone Financial Services (Colorado)’s W.P. Carey WPC Stock Holding History

Keystone Financial Services (Colorado)’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	$249K	Buy	+3,477	New	+$255K	0.06%	115

Other funds holding WPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Keystone Financial Services (Colorado)'s WPC Position: Q2 2026 in Review

Keystone Financial Services (Colorado) opened a new position in W.P. Carey (WPC) in Q2 2026: 3,477 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings.

896 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Keystone Financial Services (Colorado) held 3,477 shares of W.P. Carey worth $249K as of Q2 2026.
W.P. Carey was a new Keystone Financial Services (Colorado) position in Q2 2026.
W.P. Carey made up 0.06% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #115 holding.
896 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.