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

First United 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
2026
Q2 		$29.7K Hold
415
– – 0.01% 277
2026
Q1 		$28.2K Hold
415
– – 0.01% 275
2025
Q4 		$26.7K Hold
415
– – 0.01% 274
2025
Q3 		$28K Hold
415
– – 0.01% 270
2025
Q2 		$25.9K Hold
415
– – 0.01% 265
2025
Q1 		$26.2K Hold
415
– – 0.01% 264
2024
Q4 		$22.6K Hold
415
– – 0.01% 275
2024
Q3 		$25.9K Hold
415
– – 0.01% 262
2024
Q2 		$22.8K Hold
415
– – 0.01% 282
2024
Q1 		$23.4K Hold
415
– – 0.01% 293
2023
Q4 		$26.9K Buy
+415
New +$23.9K 0.01% 281

Other funds holding WPC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

First United Bank & Trust's WPC Position: Q2 2026 in Review

First United Bank & Trust held its W.P. Carey (WPC) position steady in Q2 2026 at 415 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #277.

First United Bank & Trust first reported a position in WPC in Q4 2023 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • First United Bank & Trust held 415 shares of W.P. Carey worth $29.7K as of Q2 2026.
  • First United Bank & Trust left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #277 holding.
  • First United Bank & Trust first reported a position in W.P. Carey in Q4 2023 and has held it in 11 quarters since.
  • 138 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.