HNB
WPC icon

Hilltop National Bank’s W.P. Carey WPC Stock Holding History

Hilltop National Bank’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 		$49.6K Hold
694
– – 0.01% 488
2026
Q1 		$47.2K Hold
694
– – 0.01% 482
2025
Q4 		$44.7K Hold
694
– – 0.01% 471
2025
Q3 		$46.9K Hold
694
– – 0.01% 464
2025
Q2 		$43.3K Buy
+694
New +$42.7K 0.01% 468
2024
Q4 		$31.2K Sell
572
-128
-18% -$7.29K 0.01% 509
2024
Q3 		$43.6K Hold
700
– – 0.01% 485
2024
Q2 		$38.5K Hold
700
– – 0.01% 494
2024
Q1 		$39.5K Buy
+700
New +$41.9K 0.01% 481

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

Hilltop National Bank's WPC Position: Q2 2026 in Review

Hilltop National Bank held its W.P. Carey (WPC) position steady in Q2 2026 at 694 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #488.

Hilltop National Bank first reported a position in WPC in Q1 2024 and has held it in 9 quarters since. 135 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Hilltop National Bank held 694 shares of W.P. Carey worth $49.6K as of Q2 2026.
  • Hilltop National Bank left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.01% of Hilltop National Bank's portfolio in Q2 2026, its #488 holding.
  • Hilltop National Bank first reported a position in W.P. Carey in Q1 2024 and has held it in 9 quarters since.
  • 135 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.