City State Bank’s W.P. Carey WPC Stock Holding History

City State Bank’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	$37K	Hold	518	–	–	0.01%	403
2026 Q1	$35.2K	Hold	518	–	–	0.01%	396
2025 Q4	$33.3K	Hold	518	–	–	0.01%	399
2025 Q3	$35K	Hold	518	–	–	0.01%	384
2025 Q2	$32.3K	Hold	518	–	–	0.01%	390
2025 Q1	$32.7K	Hold	518	–	–	0.01%	383
2024 Q4	$28.2K	Hold	518	–	–	0.01%	390
2024 Q3	$32.3K	Sell	518 -164	-24%	-$9.72K	0.01%	376
2024 Q2	$37.5K	Hold	682	–	–	0.02%	348
2024 Q1	$38K	Hold	682	–	–	0.02%	346
2023 Q4	$44K	Sell	682 -14	-2%	-$807	0.02%	309
2023 Q3	$37K	Hold	696	–	–	0.02%	324
2023 Q2	$46K	Hold	696	–	–	0.02%	306
2023 Q1	$53K	Buy	696 +167	+32%	+$13.3K	0.03%	278
2022 Q4	$40K	Hold	529	–	–	0.02%	300
2022 Q3	$36K	Hold	529	–	–	0.03%	296
2022 Q2	$43K	Hold	529	–	–	0.03%	284
2022 Q1	$42K	Hold	529	–	–	0.03%	311
2021 Q4	$43K	Buy	+529	New	+$40.5K	0.03%	311

Other funds holding WPC

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

City State Bank's WPC Position: Q2 2026 in Review

City State Bank held its W.P. Carey (WPC) position steady in Q2 2026 at 518 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #403.

City State Bank first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $53K in Q1 2023. 135 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

City State Bank held 518 shares of W.P. Carey worth $37K as of Q2 2026.
City State Bank left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.01% of City State Bank's portfolio in Q2 2026, its #403 holding.
City State Bank first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
City State Bank's W.P. Carey position peaked at $53K in Q1 2023.
135 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.