First National Bank of Mount Dora’s W.P. Carey WPC Stock Holding History

First National Bank of Mount Dora’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	$736K	Hold	10,300	–	–	0.15%	82
2026 Q1	$700K	Hold	10,300	–	–	0.15%	84
2025 Q4	$663K	Hold	10,300	–	–	0.14%	82
2025 Q3	$696K	Hold	10,300	–	–	0.15%	81
2025 Q2	$643K	Hold	10,300	–	–	0.14%	85
2025 Q1	$650K	Sell	10,300 -100	-1%	-$5.92K	0.16%	84
2024 Q4	$567K	Hold	10,400	–	–	0.13%	90
2024 Q3	$648K	Hold	10,400	–	–	0.15%	90
2024 Q2	$573K	Hold	10,400	–	–	0.14%	97
2024 Q1	$587K	Hold	10,400	–	–	0.14%	90
2023 Q4	$674K	Sell	10,400 -218	-2%	-$12.6K	0.18%	76
2023 Q3	$562K	Hold	10,618	–	–	0.17%	81
2023 Q2	$703K	Hold	10,618	–	–	0.2%	78
2023 Q1	$805K	Hold	10,618	–	–	0.24%	74
2022 Q4	$813K	Hold	10,618	–	–	0.27%	74
2022 Q3	$726K	Hold	10,618	–	–	0.26%	74
2022 Q2	$862K	Hold	10,618	–	–	0.3%	70
2022 Q1	$841K	Hold	10,618	–	–	0.25%	74
2021 Q4	$853K	Hold	10,618	–	–	0.25%	70
2021 Q3	$760K	Hold	10,618	–	–	0.25%	73
2021 Q2	$776K	Hold	10,618	–	–	0.26%	69
2021 Q1	$736K	Buy	10,618 +2,246	+27%	+$151K	0.26%	71
2020 Q4	$579K	Hold	8,372	–	–	0.21%	70
2020 Q3	$534K	Hold	8,372	–	–	0.22%	71
2020 Q2	$555K	Hold	8,372	–	–	0.25%	70
2020 Q1	$476K	Buy	8,372 +2,552	+44%	+$194K	0.25%	67
2019 Q4	$456K	Hold	5,820	–	–	0.19%	68
2019 Q3	$510K	Hold	5,820	–	–	0.23%	68
2019 Q2	$463K	Hold	5,820	–	–	0.21%	65
2019 Q1	$447K	Hold	5,820	–	–	0.2%	75
2018 Q4	$373K	Buy	5,820 +102	+2%	+$6.64K	0.19%	73
2018 Q3	$360K	Hold	5,718	–	–	0.15%	76
2018 Q2	$372K	Hold	5,718	–	–	0.17%	74
2018 Q1	$347K	Hold	5,718	–	–	0.16%	74
2017 Q4	$386K	Buy	+5,718	New	+$391K	0.17%	70

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

First National Bank of Mount Dora's WPC Position: Q2 2026 in Review

First National Bank of Mount Dora held its W.P. Carey (WPC) position steady in Q2 2026 at 10,300 shares worth $736K. The position accounts for 0.15% of the portfolio, ranked #82.

First National Bank of Mount Dora first reported a position in WPC in Q4 2017 and has held it in 35 quarters since. The position peaked at $862K in Q2 2022. 275 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

First National Bank of Mount Dora held 10,300 shares of W.P. Carey worth $736K as of Q2 2026.
First National Bank of Mount Dora left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.15% of First National Bank of Mount Dora's portfolio in Q2 2026, its #82 holding.
First National Bank of Mount Dora first reported a position in W.P. Carey in Q4 2017 and has held it in 35 quarters since.
First National Bank of Mount Dora's W.P. Carey position peaked at $862K in Q2 2022.
275 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.