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Kingsview Wealth Management’s W.P. Carey WPC Stock Holding History

Kingsview 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
Q1 		$240K Buy
3,524
+64
+2% +$4.49K ﹤0.01% 1180
2025
Q4 		$223K Sell
3,460
-98
-3% -$6.53K ﹤0.01% 1129
2025
Q3 		$240K Buy
3,558
+19
+0.5% +$1.24K ﹤0.01% 1063
2025
Q2 		$221K Buy
3,539
+44
+1% +$2.71K ﹤0.01% 1070
2025
Q1 		$221K Sell
3,495
-814
-19% -$48.2K ﹤0.01% 1008
2024
Q4 		$235K Sell
4,309
-101
-2% -$5.75K ﹤0.01% 997
2024
Q3 		$275K Buy
4,410
+7
+0.2% +$415 0.01% 914
2024
Q2 		$242K Sell
4,403
-603
-12% -$34K 0.01% 921
2024
Q1 		$283K Buy
5,006
+264
+6% +$15.8K 0.01% 840
2023
Q4 		$307K Sell
4,742
-556
-10% -$32K 0.01% 759
2023
Q3 		$281K Buy
5,298
+821
+18% +$52.6K 0.01% 772
2023
Q2 		$296K Sell
4,477
-1,024
-19% -$71.2K 0.01% 745
2023
Q1 		$417K Buy
5,501
+1,748
+47% +$139K 0.02% 626
2022
Q4 		$287K Sell
3,753
-629
-14% -$47.2K 0.01% 685
2022
Q3 		$300K Buy
4,382
+123
+3% +$10.1K 0.01% 640
2022
Q2 		$346K Buy
4,259
+712
+20% +$57.5K 0.02% 618
2022
Q1 		$281K Buy
3,547
+438
+14% +$33.6K 0.01% 721
2021
Q4 		$250K Buy
3,109
+79
+3% +$6.05K 0.01% 799
2021
Q3 		$217K Sell
3,030
-594
-16% -$45.2K 0.01% 783
2021
Q2 		$265K Buy
3,624
+71
+2% +$5.2K 0.01% 741
2021
Q1 		$252K Sell
3,553
-600
-14% -$40.2K 0.01% 695
2020
Q4 		$287K Buy
4,153
+4
+0.1% +$267 0.02% 564
2020
Q3 		$265K Sell
4,149
-428
-9% -$28.8K 0.02% 506
2020
Q2 		$303K Sell
4,577
-592
-11% -$36.8K 0.03% 435
2020
Q1 		$294K Buy
5,169
+314
+6% +$23.8K 0.04% 366
2019
Q4 		$381K Buy
4,855
+875
+22% +$73.3K 0.05% 333
2019
Q3 		$349K Buy
3,980
+417
+12% +$35.5K 0.05% 313
2019
Q2 		$283K Sell
3,563
-1,243
-26% -$98.5K 0.05% 334
2019
Q1 		$369K Sell
4,806
-898
-16% -$64.7K 0.06% 315
2018
Q4 		$365K Buy
+5,704
New +$371K 0.08% 255

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

Kingsview Wealth Management's WPC Position: Q1 2026 in Review

Kingsview Wealth Management increased its W.P. Carey (WPC) stake by 1.8% in Q1 2026, buying an estimated $4.49K and bringing the position to 3,524 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Kingsview Wealth Management first reported a position in WPC in Q4 2018 and has held it in 30 quarters since. The position peaked at $417K in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Kingsview Wealth Management held 3,524 shares of W.P. Carey worth $240K as of Q1 2026.
  • Kingsview Wealth Management bought 64 W.P. Carey shares in Q1 2026, an estimated $4.49K.
  • W.P. Carey made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1180 holding.
  • Kingsview Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 30 quarters since.
  • Kingsview Wealth Management's W.P. Carey position peaked at $417K in Q1 2023.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.