Keudell/Morrison Wealth Management

Position in WPC — W. P. Carey Inc.

CIK 1785498 Salem, OR

Position in WPC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$254,468

+$7,162 QoQ

Shares Held

3,559

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#615

of 890 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $254,468 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WPC	W. P. Carey Inc. This page	3,559	$254,468

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,468	3,559	-2.2%	Shares	Sole	2026-07-15
2026-03-31	$247,306	3,639	-12.3%	Shares	Sole	2026-04-20
2025-12-31	$267,094	4,150	+0.5%	Shares	Sole	2026-02-06
2025-06-30	$257,504	4,128	-7.4%	Shares	Sole	2025-07-22
2025-03-31	$281,470	4,460	+9.0%	Shares	Sole	2025-04-23
2024-12-31	$222,932	4,092	-14.8%	Shares	Sole	2025-01-23
2023-09-30	$259,584	4,800	+3.1%	Shares	Sole	2023-10-18
2023-06-30	$314,626	4,657	+6.0%	Shares	Sole	2023-07-20
2023-03-31	$340,315	4,394	-3.1%	Shares	Sole	2023-04-18
2022-12-31	$354,332	4,534	-3.4%	Shares	Sole	2023-01-20
2022-09-30	$327,710	4,695	+5.6%	Shares	Sole	2022-10-12
2022-06-30	$368,229	4,444	-38.9%	Shares	Sole	2022-07-18
2022-03-31	$588,192	7,276	+110.9%	Shares	Sole	2022-04-18
2021-12-31	$283,072	3,450	+10.5%	Shares	Sole	2022-02-08
2021-09-30	$228,030	3,122	+5.2%	Shares	Sole	2021-12-08
2021-06-30	$221,546	2,969	+3.4%	Shares	Sole	2021-07-13
2021-03-31	$203,081	2,870	—	Shares	Sole	2021-04-13
No filing history on record for this holder in this stock.