Central Trust Company’s W.P. Carey WPC Stock Holding History

Central Trust Company’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	$242K	Buy	3,561 +2,441	+218%	+$171K	﹤0.01%	557
2025 Q4	$72.1K	Hold	1,120	–	–	﹤0.01%	747
2025 Q3	$75.7K	Sell	1,120 -927	-45%	-$60.7K	﹤0.01%	740
2025 Q2	$128K	Buy	2,047 +527	+35%	+$32.5K	﹤0.01%	632
2025 Q1	$95.9K	Hold	1,520	–	–	﹤0.01%	670
2024 Q4	$82.8K	Sell	1,520 -2	-0.1%	-$114	﹤0.01%	697
2024 Q3	$94.8K	Buy	1,522 +2	+0.1%	+$119	﹤0.01%	662
2024 Q2	$83.7K	Sell	1,520 -901	-37%	-$50.8K	﹤0.01%	687
2024 Q1	$137K	Hold	2,421	–	–	﹤0.01%	624
2023 Q4	$157K	Sell	2,421 -51	-2%	-$2.94K	﹤0.01%	590
2023 Q3	$131K	Sell	2,472 -192	-7%	-$12.3K	﹤0.01%	615
2023 Q2	$176K	Buy	2,664 +1,082	+68%	+$75.2K	﹤0.01%	568
2023 Q1	$120K	Sell	1,582 -51	-3%	-$4.06K	﹤0.01%	624
2022 Q4	$125K	Buy	1,633 +622	+62%	+$46.7K	﹤0.01%	602
2022 Q3	$69K	Buy	1,011 +235	+30%	+$19.2K	﹤0.01%	719
2022 Q2	$63K	Buy	776 +235	+43%	+$19K	﹤0.01%	731
2022 Q1	$43K	Buy	541 +235	+77%	+$18K	﹤0.01%	836
2021 Q4	$25K	Hold	306	–	–	﹤0.01%	917
2021 Q3	$22K	Buy	+306	New	+$23.3K	﹤0.01%	909
2015 Q3	–	Sell	-670	Closed	-$39K	–	1248
2015 Q2	$39K	Hold	670	–	–	﹤0.01%	716
2015 Q1	$45K	Hold	670	–	–	﹤0.01%	671
2014 Q4	$46K	Hold	670	–	–	﹤0.01%	669
2014 Q3	$42K	Hold	670	–	–	﹤0.01%	697
2014 Q2	$42K	Hold	670	–	–	﹤0.01%	706
2014 Q1	$39K	Buy	+670	New	+$40.5K	﹤0.01%	718

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Central Trust Company's WPC Position: Q1 2026 in Review

Central Trust Company increased its W.P. Carey (WPC) stake by 218% in Q1 2026, buying an estimated $171K and bringing the position to 3,561 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Central Trust Company first reported a position in WPC in Q1 2014 and has held it in 25 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Central Trust Company held 3,561 shares of W.P. Carey worth $242K as of Q1 2026.
Central Trust Company bought 2,441 W.P. Carey shares in Q1 2026, an estimated $171K.
W.P. Carey made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #557 holding.
Central Trust Company first reported a position in W.P. Carey in Q1 2014 and has held it in 25 quarters since.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.