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

FineMark National 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 Q4	$1.04M	Hold	16,196	–	–	0.03%	228
2025 Q3	$1.09M	Hold	16,196	–	–	0.04%	226
2025 Q2	$1.01M	Buy	+16,196	New	+$997K	0.03%	221
2019 Q4	–	Sell	-3,712	Closed	-$325K	–	396
2019 Q3	$325K	Buy	+3,712	New	+$316K	0.02%	289
2018 Q3	–	Sell	-15,479	Closed	-$1.01M	–	410
2018 Q2	$1.01M	Hold	15,479	–	–	0.06%	170
2018 Q1	$940K	Hold	15,479	–	–	0.06%	170
2017 Q4	$1.04M	Buy	15,479 +445	+3%	+$30.4K	0.07%	157
2017 Q3	$992K	Sell	15,034 -85	-0.6%	-$5.65K	0.07%	163
2017 Q2	$977K	Buy	15,119 +85	+0.6%	+$5.37K	0.07%	159
2017 Q1	$916K	Hold	15,034	–	–	0.07%	160
2016 Q4	$870K	Hold	15,034	–	–	0.07%	159
2016 Q3	$950K	Hold	15,034	–	–	0.1%	153
2016 Q2	$1.02M	Hold	15,034	–	–	0.11%	145
2016 Q1	$916K	Hold	15,034	–	–	0.11%	147
2015 Q4	$869K	Buy	15,034 +233	+2%	+$14K	0.1%	149
2015 Q3	$838K	Buy	14,801 +229	+2%	+$13.3K	0.11%	150
2015 Q2	$841K	Buy	14,572 +206	+1%	+$12.9K	0.11%	164
2015 Q1	$957K	Buy	14,366 +186	+1%	+$12.8K	0.13%	150
2014 Q4	$974K	Buy	+14,180	New	+$937K	0.14%	146
2014 Q1	–	Sell	-408	Closed	-$25K	–	1485
2013 Q4	$25K	Hold	408	–	–	0.01%	766
2013 Q3	$26K	Hold	408	–	–	0.01%	721
2013 Q2	$27K	Buy	+408	New	+$27.7K	0.01%	708

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FineMark National Bank & Trust's WPC Position: Q4 2025 in Review

FineMark National Bank & Trust held its W.P. Carey (WPC) position steady in Q4 2025 at 16,196 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #228.

FineMark National Bank & Trust first reported a position in WPC in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.09M in Q3 2025. 858 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

FineMark National Bank & Trust held 16,196 shares of W.P. Carey worth $1.04M as of Q4 2025.
FineMark National Bank & Trust left its W.P. Carey share count unchanged in Q4 2025.
W.P. Carey made up 0.03% of FineMark National Bank & Trust's portfolio in Q4 2025, its #228 holding.
FineMark National Bank & Trust first reported a position in W.P. Carey in Q2 2013 and has held it in 22 quarters since.
FineMark National Bank & Trust's W.P. Carey position peaked at $1.09M in Q3 2025.
858 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.