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Missouri Trust & Investment Company’s W.P. Carey WPC Stock Holding History

Missouri Trust & Investment Company’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
Q1 		$77.1K Hold
1,135
– – 0.02% 193
2025
Q4 		$73K Hold
1,135
– – 0.02% 191
2025
Q3 		$76.7K Hold
1,135
– – 0.02% 188
2025
Q2 		$70.8K Hold
1,135
– – 0.02% 185
2025
Q1 		$71.6K Hold
1,135
– – 0.03% 181
2024
Q4 		$61.8K Hold
1,135
– – 0.02% 194
2024
Q3 		$70.7K Hold
1,135
– – 0.02% 185
2024
Q2 		$62.5K Hold
1,135
– – 0.02% 187
2024
Q1 		$64.1K Sell
1,135
-865
-43% -$51.8K 0.02% 191
2023
Q4 		$130K Sell
2,000
-859
-30% -$49.5K 0.05% 135
2023
Q3 		$151K Hold
2,859
– – 0.07% 124
2023
Q2 		$189K Buy
+2,859
New +$199K 0.11% 119

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Missouri Trust & Investment Company's WPC Position: Q1 2026 in Review

Missouri Trust & Investment Company held its W.P. Carey (WPC) position steady in Q1 2026 at 1,135 shares worth $77.1K. The position accounts for 0.02% of the portfolio, ranked #193.

Missouri Trust & Investment Company first reported a position in WPC in Q2 2023 and has held it in 12 quarters since. The position peaked at $189K in Q2 2023. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Missouri Trust & Investment Company held 1,135 shares of W.P. Carey worth $77.1K as of Q1 2026.
  • Missouri Trust & Investment Company left its W.P. Carey share count unchanged in Q1 2026.
  • W.P. Carey made up 0.02% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #193 holding.
  • Missouri Trust & Investment Company first reported a position in W.P. Carey in Q2 2023 and has held it in 12 quarters since.
  • Missouri Trust & Investment Company's W.P. Carey position peaked at $189K in Q2 2023.
  • 867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.