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Atlantic Union Bankshares’s W.P. Carey WPC Stock Holding History

Atlantic Union Bankshares’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
Q2 		$194K Hold
2,720
– – ﹤0.01% 629
2026
Q1 		$185K Buy
2,720
+250
+10% +$17.5K ﹤0.01% 600
2025
Q4 		$159K Sell
2,470
-1,194
-33% -$79.5K ﹤0.01% 632
2025
Q3 		$248K Buy
3,664
+1,194
+48% +$78.2K ﹤0.01% 562
2025
Q2 		$154K Buy
+2,470
New +$152K ﹤0.01% 504

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atlantic Union Bankshares's WPC Position: Q2 2026 in Review

Atlantic Union Bankshares held its W.P. Carey (WPC) position steady in Q2 2026 at 2,720 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Atlantic Union Bankshares first reported a position in WPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $248K in Q3 2025. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Atlantic Union Bankshares held 2,720 shares of W.P. Carey worth $194K as of Q2 2026.
  • Atlantic Union Bankshares left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #629 holding.
  • Atlantic Union Bankshares first reported a position in W.P. Carey in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's W.P. Carey position peaked at $248K in Q3 2025.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.