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Kestra Advisory Services, LLC

Position in WPC — W. P. Carey Inc.

CIK 1830819 AUSTIN, TX

Position in WPC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$7,674,738
+$7,831 QoQ
Shares Held
107,339
-4.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#147
of 898 holders
Holding Since
Dec 2022
12 quarters on record

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $18,881,792 across 8 REIT - Diversified names. WPC ranks #1 (40.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page
107,339 $7,674,738

All Filings in WPC

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,674,738 107,339
2026-03-31 $7,666,907 112,815
2025-12-31 $8,160,011 126,787
2025-09-30 $8,514,765 126,014
2025-06-30 $4,838,691 77,568
2025-03-31 $4,947,003 78,387
2024-12-31 $4,268,453 78,349
2024-09-30 $267,080 4,287
2024-06-30 $5,498,338 99,879
2024-03-31 $5,402,493 95,721
2023-12-31 $840,391 12,967
2022-12-31 $206,863 2,647