Blue Trust Inc
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Blue Trust Inc’s W.P. Carey WPC Stock Holding History

Blue Trust Inc’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
Q3 		$3.04K Sell
47
-197
-81% -$14K ﹤0.01% 1964
2026
Q2 		$17.4K Sell
244
-79
-24% -$5.79K ﹤0.01% 1709
2026
Q1 		$22K Sell
323
-213
-40% -$14.9K ﹤0.01% 1613
2025
Q4 		$34.5K Sell
536
-119
-18% -$7.92K ﹤0.01% 1484
2025
Q3 		$44.3K Sell
655
-264
-29% -$17.3K ﹤0.01% 1454
2025
Q2 		$57.3K Buy
919
+237
+35% +$14.6K ﹤0.01% 1340
2025
Q1 		$43K Sell
682
-167
-20% -$9.9K ﹤0.01% 1437
2024
Q4 		$46.3K Sell
849
-710
-46% -$40.5K ﹤0.01% 1377
2024
Q3 		$85.8K Buy
1,559
+613
+65% +$36.3K ﹤0.01% 1302
2024
Q2 		$53.4K Buy
946
+675
+249% +$38K ﹤0.01% 1225
2024
Q1 		$15.3K Sell
271
-816
-75% -$48.8K ﹤0.01% 1325
2023
Q4 		$59K Buy
1,087
+334
+44% +$19.2K ﹤0.01% 870
2023
Q3 		$50K Sell
753
-19
-2% -$1.22K ﹤0.01% 852
2023
Q2 		$59K Sell
772
-123
-14% -$8.55K ﹤0.01% 650
2023
Q1 		$68K Sell
895
-42
-4% -$3.35K ﹤0.01% 905
2022
Q4 		$64K Buy
937
+170
+22% +$12.8K ﹤0.01% 828
2022
Q3 		$62K Buy
767
+57
+8% +$4.67K ﹤0.01% 681
2022
Q2 		$56K Buy
+710
New +$57.3K ﹤0.01% 655

Other funds holding WPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Blue Trust Inc's WPC Position: Q3 2026 in Review

Blue Trust Inc reduced its W.P. Carey (WPC) stake by 81% in Q3 2026, selling an estimated $14K and leaving 47 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Blue Trust Inc first reported a position in WPC in Q2 2022 and has held it in 18 quarters since. The position peaked at $85.8K in Q3 2024. 215 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

  • Blue Trust Inc held 47 shares of W.P. Carey worth $3.04K as of Q3 2026.
  • Blue Trust Inc sold 197 W.P. Carey shares in Q3 2026, an estimated $14K.
  • W.P. Carey made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1964 holding.
  • Blue Trust Inc first reported a position in W.P. Carey in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's W.P. Carey position peaked at $85.8K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.