KPP Advisory Services’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
$350K Buy
4,897
+15
+0.3% +$1.1K 0.04% 279
2026
Q1
$332K Sell
4,882
-10
-0.2% -$701 0.05% 272
2025
Q4
$315K Sell
4,892
-3
-0.1% -$200 0.05% 264
2025
Q3
$331K Sell
4,895
-11
-0.2% -$720 0.05% 261
2025
Q2
$306K Sell
4,906
-50
-1% -$3.08K 0.05% 252
2025
Q1
$313K Buy
4,956
+152
+3% +$9K 0.06% 243
2024
Q4
$262K Buy
4,804
+959
+25% +$54.6K 0.06% 213
2024
Q3
$240K Sell
3,845
-179
-4% -$10.6K 0.06% 224
2024
Q2
$222K Buy
+4,024
New +$227K 0.06% 221
2024
Q1
Sell
-3,225
Closed -$209K 245
2023
Q4
$209K Buy
+3,225
New +$186K 0.18% 119

Other funds holding WPC

KPP Advisory Services's WPC Position: Q2 2026 in Review

KPP Advisory Services increased its W.P. Carey (WPC) stake by 0.31% in Q2 2026, buying an estimated $1.1K and bringing the position to 4,897 shares worth $350K. The position accounts for 0.04% of the portfolio, ranked #279.

KPP Advisory Services first reported a position in WPC in Q4 2023 and has held it in 10 quarters since. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • KPP Advisory Services held 4,897 shares of W.P. Carey worth $350K as of Q2 2026.
  • KPP Advisory Services bought 15 W.P. Carey shares in Q2 2026, an estimated $1.1K.
  • W.P. Carey made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #279 holding.
  • KPP Advisory Services first reported a position in W.P. Carey in Q4 2023 and has held it in 10 quarters since.
  • 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.