KAS
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KPP Advisory Services’s W.P. Carey WPC Stock Holding History

KPP Advisory Services’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 		$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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return