Colonial Trust’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
Other funds holding WPC
VPM
VCM
Colonial Trust's WPC Position: Q1 2026 in Review
Colonial Trust increased its W.P. Carey (WPC) stake by 3.5% in Q1 2026, buying an estimated $20K and bringing the position to 8,357 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #173.
Colonial Trust first reported a position in WPC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.66M in Q1 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Colonial Trust held 8,357 shares of W.P. Carey worth $568K as of Q1 2026.
- Colonial Trust bought 285 W.P. Carey shares in Q1 2026, an estimated $20K.
- W.P. Carey made up 0.08% of Colonial Trust's portfolio in Q1 2026, its #173 holding.
- Colonial Trust first reported a position in W.P. Carey in Q3 2022 and has held it in 15 quarters since.
- Colonial Trust's W.P. Carey position peaked at $1.66M in Q1 2023.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.