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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlantic Union Bankshares's WPC Position: Q1 2026 in Review

Atlantic Union Bankshares increased its W.P. Carey (WPC) stake by 10% in Q1 2026, buying an estimated $17.5K and bringing the position to 2,720 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Atlantic Union Bankshares first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. The position peaked at $248K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Atlantic Union Bankshares held 2,720 shares of W.P. Carey worth $185K as of Q1 2026.
  • Atlantic Union Bankshares bought 250 W.P. Carey shares in Q1 2026, an estimated $17.5K.
  • W.P. Carey made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #600 holding.
  • Atlantic Union Bankshares first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • Atlantic Union Bankshares's W.P. Carey position peaked at $248K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.