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Farmers & Merchants Investments Inc’s W.P. Carey WPC Stock Holding History

Farmers & Merchants Investments Inc’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 		$13.6K Hold
190
– – ﹤0.01% 699
2026
Q1 		$12.9K Hold
190
– – ﹤0.01% 692
2025
Q4 		$12.2K Hold
190
– – ﹤0.01% 681
2025
Q3 		$12.8K Buy
190
+10
+6% +$655 ﹤0.01% 679
2025
Q2 		$11.2K Buy
180
+35
+24% +$2.15K ﹤0.01% 699
2025
Q1 		$9.15K Buy
145
+80
+123% +$4.74K ﹤0.01% 711
2024
Q4 		$3.54K Hold
65
– – ﹤0.01% 900
2024
Q3 		$4.05K Hold
65
– – ﹤0.01% 864
2024
Q2 		$3.58K Hold
65
– – ﹤0.01% 869
2024
Q1 		$3.67K Hold
65
– – ﹤0.01% 836
2023
Q4 		$4.21K Buy
+65
New +$3.75K ﹤0.01% 791

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Farmers & Merchants Investments Inc's WPC Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its W.P. Carey (WPC) position steady in Q2 2026 at 190 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Farmers & Merchants Investments Inc first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 494 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Farmers & Merchants Investments Inc held 190 shares of W.P. Carey worth $13.6K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #699 holding.
  • Farmers & Merchants Investments Inc first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • 494 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.