Back to WPC
Kestra Advisory Services, LLC → WPC
Kestra Advisory Services, LLC WPC Position History
W. P. Carey Inc. • Real Estate
Quarters held
5
Latest value
$7M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.5M |
| Q4 2025 | $8.2M |
| Q1 2026 | $7.7M |
| Q2 2026 | $7.7M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 108.8K | — | — |
| Q2 2026 | $7.7M | 107.3K | — | — |
| Q1 2026 | $7.7M | 112.8K | — | — |
| Q4 2025 | $8.2M | 126.8K | — | — |
| Q3 2025 | $8.5M | 126.0K | — | — |
Other funds holding WPC
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$894.8M
$849.7M
$676.7M
$458.1M
$262.5M
$188.5M