Kingsview Wealth Management’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $214K | Sell |
2,993
-531
| -15% | -$38.9K | ﹤0.01% | 1331 |
|
|
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
Kingsview Wealth Management's WPC Position: Q2 2026 in Review
Kingsview Wealth Management reduced its W.P. Carey (WPC) stake by 15% in Q2 2026, selling an estimated $38.9K and leaving 2,993 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.
Kingsview Wealth Management first reported a position in WPC in Q4 2018 and has held it in 31 quarters since. The position peaked at $417K in Q1 2023. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Kingsview Wealth Management held 2,993 shares of W.P. Carey worth $214K as of Q2 2026.
- Kingsview Wealth Management sold 531 W.P. Carey shares in Q2 2026, an estimated $38.9K.
- W.P. Carey made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1331 holding.
- Kingsview Wealth Management first reported a position in W.P. Carey in Q4 2018 and has held it in 31 quarters since.
- Kingsview Wealth Management's W.P. Carey position peaked at $417K in Q1 2023.
- 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.