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KPP Advisory Services LLC

SEC CIK
0001989349
Latest filing
Jul 24, 2026

WPC holding history

W. P. Carey Inc. in every 13F filed by KPP Advisory Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WPC overviewAll 13F holders of WPCFull Q2 2026 holdings

Shares (Q2 2026)
4,897
Value
$350.1K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of WPC by KPP Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,897$350.1K<0.1%+15+0.3%AddedHolders
Q1 20264,882$331.8K<0.1%−10−0.2%ReducedHolders
Q4 20254,892$314.8K<0.1%−3−0.1%ReducedHolders
Q3 20254,895$330.8K<0.1%−11−0.2%ReducedHolders
Q2 20254,906$306.0K0.1%−50−1.0%ReducedHolders
Q1 20254,956$312.8K0.1%+152+3.2%AddedHolders
Q4 20244,804$261.7K0.1%+959+24.9%AddedHolders
Q3 20243,845$239.5K0.1%−179−4.4%ReducedHolders
Q2 20244,024$221.5K0.1%+4,024NewHolders
Q1 20240$00.0%−3,225−100.0%Sold outHolders
Q4 20233,225$209.0K0.2%+3,225NewHolders