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Kingswood Wealth Advisors’s W.P. Carey WPC Stock Holding History

Kingswood Wealth Advisors’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 		$308K Buy
4,304
+36
+0.8% +$2.64K 0.01% 763
2026
Q1 		$290K Sell
4,268
-1,367
-24% -$95.9K 0.01% 726
2025
Q4 		$363K Sell
5,635
-855
-13% -$56.9K 0.02% 623
2025
Q3 		$439K Sell
6,490
-48
-0.7% -$3.14K 0.03% 515
2025
Q2 		$408K Sell
6,538
-1,597
-20% -$98.3K 0.03% 476
2025
Q1 		$513K Sell
8,135
-1,526
-16% -$90.3K 0.05% 388
2024
Q4 		$526K Buy
9,661
+5,191
+116% +$296K 0.04% 422
2024
Q3 		$280K Sell
4,470
-2,393
-35% -$142K 0.02% 591
2024
Q2 		$378K Sell
6,863
-1,099
-14% -$61.9K 0.03% 461
2024
Q1 		$449K Sell
7,962
-323
-4% -$19.3K 0.05% 374
2023
Q4 		$537K Buy
+8,285
New +$477K 0.06% 333
2023
Q3 		– Sell
-6,233
Closed -$412K – 478
2023
Q2 		$412K Buy
+6,233
New +$433K 0.13% 158

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kingswood Wealth Advisors's WPC Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its W.P. Carey (WPC) stake by 0.84% in Q2 2026, buying an estimated $2.64K and bringing the position to 4,304 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #763.

Kingswood Wealth Advisors first reported a position in WPC in Q2 2023 and has held it in 12 quarters since. The position peaked at $537K in Q4 2023. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Kingswood Wealth Advisors held 4,304 shares of W.P. Carey worth $308K as of Q2 2026.
  • Kingswood Wealth Advisors bought 36 W.P. Carey shares in Q2 2026, an estimated $2.64K.
  • W.P. Carey made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #763 holding.
  • Kingswood Wealth Advisors first reported a position in W.P. Carey in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's W.P. Carey position peaked at $537K in Q4 2023.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.