Crews Bank & Trust’s W.P. Carey WPC Stock Holding History

Crews Bank & Trust’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
2025 Q2	–	Sell	-150	Closed	-$9.47K	–	641
2025 Q1	$9.47K	Hold	150	–	–	﹤0.01%	511
2024 Q4	$8.17K	Buy	+150	New	+$8.55K	﹤0.01%	518

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Crews Bank & Trust's WPC Position: Q2 2025 in Review

Crews Bank & Trust sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 150 shares — an estimated $9.47K sold.

Crews Bank & Trust first reported a position in WPC in Q4 2024 and held it in 2 quarters. The position peaked at $9.47K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

Crews Bank & Trust reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
Crews Bank & Trust sold 150 W.P. Carey shares in Q2 2025, an estimated $9.47K.
Crews Bank & Trust first reported a position in W.P. Carey in Q4 2024 and held it in 2 quarters.
Crews Bank & Trust's W.P. Carey position peaked at $9.47K in Q1 2025.
819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Crews Bank & Trust's 13F filing for Q2 2025, filed 21 Jul 2025.