Colonial Trust’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
Colonial Trust's WPC Position: Q2 2026 in Review
Colonial Trust increased its W.P. Carey (WPC) stake by 3.1% in Q2 2026, buying an estimated $18.7K and bringing the position to 8,612 shares worth $616K. The position accounts for 0.08% of the portfolio, ranked #162.
Colonial Trust first reported a position in WPC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.66M in Q1 2023. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.
- Colonial Trust held 8,612 shares of W.P. Carey worth $616K as of Q2 2026.
- Colonial Trust bought 255 W.P. Carey shares in Q2 2026, an estimated $18.7K.
- W.P. Carey made up 0.08% of Colonial Trust's portfolio in Q2 2026, its #162 holding.
- Colonial Trust first reported a position in W.P. Carey in Q3 2022 and has held it in 16 quarters since.
- Colonial Trust's W.P. Carey position peaked at $1.66M in Q1 2023.
- 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.
Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.