First Community Trust’s W.P. Carey WPC Stock Holding History

First Community 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	–	Sell	-120	Closed	-$8.11K	–	380
2025 Q3	$8.11K	Hold	120	–	–	0.01%	288
2025 Q2	$7.49K	Hold	120	–	–	0.01%	279
2025 Q1	$7.57K	Hold	120	–	–	0.01%	268
2024 Q4	$6.54K	Hold	120	–	–	﹤0.01%	289
2024 Q3	$7.48K	Hold	120	–	–	0.01%	280
2024 Q2	$6.61K	Hold	120	–	–	0.01%	272
2024 Q1	$6.77K	Hold	120	–	–	0.01%	245
2023 Q4	$7.78K	Sell	120 -3	-2%	-$173	0.01%	241
2023 Q3	$6.49K	Hold	123	–	–	0.01%	248
2023 Q2	$8.11K	Hold	123	–	–	0.01%	248
2023 Q1	$9.29K	Hold	123	–	–	0.01%	238
2022 Q4	$9K	Hold	123	–	–	0.01%	247
2022 Q3	$8K	Hold	123	–	–	0.01%	233
2022 Q2	$10K	Hold	123	–	–	0.01%	277
2022 Q1	$10K	Hold	123	–	–	0.01%	298
2021 Q4	$9.85K	Buy	+123	New	+$9.41K	0.01%	299

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

First Community Trust's WPC Position: Q4 2025 in Review

First Community Trust sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 120 shares — an estimated $8.11K sold.

First Community Trust first reported a position in WPC in Q4 2021 and held it in 16 quarters. The position peaked at $10K in Q2 2022. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

First Community Trust reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
First Community Trust sold 120 W.P. Carey shares in Q4 2025, an estimated $8.11K.
First Community Trust first reported a position in W.P. Carey in Q4 2021 and held it in 16 quarters.
First Community Trust's W.P. Carey position peaked at $10K in Q2 2022.
856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on First Community Trust's 13F filing for Q4 2025, filed 16 Jan 2026.