Kovack Advisors’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
Q1 | $1.03M | Buy |
15,037
+8,658
| +136% | +$607K | 0.05% | 357 |
|
|
2025
Q4 | $411K | Buy |
6,379
+2,843
| +80% | +$189K | 0.02% | 657 |
|
|
2025
Q3 | $239K | Sell |
3,536
-2,243
| -39% | -$147K | 0.02% | 525 |
|
|
2025
Q2 | $360K | Buy |
5,779
+186
| +3% | +$11.5K | 0.04% | 413 |
|
|
2025
Q1 | $353K | Buy |
5,593
+749
| +15% | +$44.3K | 0.04% | 381 |
|
|
2024
Q4 | $264K | Sell |
4,844
-1,075
| -18% | -$61.2K | 0.03% | 488 |
|
|
2024
Q3 | $369K | Sell |
5,919
-497
| -8% | -$29.5K | 0.04% | 383 |
|
|
2024
Q2 | $353K | Sell |
6,416
-1,185
| -16% | -$66.8K | 0.04% | 382 |
|
|
2024
Q1 | $429K | Buy |
7,601
+177
| +2% | +$10.6K | 0.05% | 280 |
|
|
2023
Q4 | $481K | Sell |
7,424
-6,750
| -48% | -$389K | 0.06% | 307 |
|
|
2023
Q3 | $751K | Buy |
14,174
+5,598
| +65% | +$359K | 0.1% | 184 |
|
|
2023
Q2 | $567K | Buy |
8,576
+3
| +0% | +$209 | 0.07% | 269 |
|
|
2023
Q1 | $650K | Sell |
8,573
-709
| -8% | -$56.5K | 0.09% | 230 |
|
|
2022
Q4 | $710K | Buy |
9,282
+512
| +6% | +$38.5K | 0.1% | 211 |
|
|
2022
Q3 | $600K | Buy |
8,770
+492
| +6% | +$40.3K | 0.09% | 246 |
|
|
2022
Q2 | $672K | Buy |
8,278
+782
| +10% | +$63.1K | 0.09% | 250 |
|
|
2022
Q1 | $593K | Buy |
7,496
+163
| +2% | +$12.5K | 0.06% | 348 |
|
|
2021
Q4 | $589K | Sell |
7,333
-1,206
| -14% | -$92.3K | 0.06% | 351 |
|
|
2021
Q3 | $611K | Hold |
8,539
| – | – | 0.07% | 325 |
|
|
2021
Q2 | $624K | Buy |
8,539
+1
| +0% | +$73 | 0.07% | 299 |
|
|
2021
Q1 | $592K | Buy |
8,538
+741
| +10% | +$49.7K | 0.08% | 279 |
|
|
2020
Q4 | $539K | Buy |
7,797
+630
| +9% | +$42.1K | 0.08% | 265 |
|
|
2020
Q3 | $457K | Sell |
7,167
-1,004
| -12% | -$67.7K | 0.08% | 241 |
|
|
2020
Q2 | $541K | Sell |
8,171
-958
| -10% | -$59.5K | 0.11% | 206 |
|
|
2020
Q1 | $519K | Buy |
9,129
+77
| +0.9% | +$5.84K | 0.12% | 185 |
|
|
2019
Q4 | $710K | Buy |
9,052
+285
| +3% | +$23.9K | 0.13% | 184 |
|
|
2019
Q3 | $769K | Sell |
8,767
-81
| -0.9% | -$6.9K | 0.16% | 161 |
|
|
2019
Q2 | $704K | Buy |
8,848
+154
| +2% | +$12.2K | 0.16% | 151 |
|
|
2019
Q1 | $667K | Buy |
8,694
+359
| +4% | +$25.9K | 0.17% | 150 |
|
|
2018
Q4 | $533K | Buy |
8,335
+5,024
| +152% | +$327K | 0.16% | 159 |
|
|
2018
Q3 | $209K | Buy |
+3,311
| New | +$213K | 0.05% | 383 |
|
Other funds holding WPC
VPM
VCM
Kovack Advisors's WPC Position: Q1 2026 in Review
Kovack Advisors increased its W.P. Carey (WPC) stake by 136% in Q1 2026, buying an estimated $607K and bringing the position to 15,037 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #357.
Kovack Advisors first reported a position in WPC in Q3 2018 and has held it in 31 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Kovack Advisors held 15,037 shares of W.P. Carey worth $1.03M as of Q1 2026.
- Kovack Advisors bought 8,658 W.P. Carey shares in Q1 2026, an estimated $607K.
- W.P. Carey made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #357 holding.
- Kovack Advisors first reported a position in W.P. Carey in Q3 2018 and has held it in 31 quarters since.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.