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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kingswood Wealth Advisors's WPC Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its W.P. Carey (WPC) stake by 24% in Q1 2026, selling an estimated $95.9K and leaving 4,268 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #726.

Kingswood Wealth Advisors first reported a position in WPC in Q2 2023 and has held it in 11 quarters since. The position peaked at $537K in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Kingswood Wealth Advisors held 4,268 shares of W.P. Carey worth $290K as of Q1 2026.
Kingswood Wealth Advisors sold 1,367 W.P. Carey shares in Q1 2026, an estimated $95.9K.
W.P. Carey made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #726 holding.
Kingswood Wealth Advisors first reported a position in W.P. Carey in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's W.P. Carey position peaked at $537K in Q4 2023.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.