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Old Second National Bank of Aurora’s W.P. Carey WPC Stock Holding History

Old Second National Bank of Aurora’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
Q1 		– Sell
-7
Closed -$381 – 509
2024
Q4 		$381 Buy
+7
New +$399 ﹤0.01% 477
2017
Q1 		– Sell
-174
Closed -$10K – 339
2016
Q4 		$10K Buy
+174
New +$10.2K ﹤0.01% 288
2014
Q4 		– Sell
-210
Closed -$13K – 315
2014
Q3 		$13K Buy
+210
New +$13.7K 0.01% 196

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Old Second National Bank of Aurora's WPC Position: Q1 2025 in Review

Old Second National Bank of Aurora sold out of W.P. Carey (WPC) in Q1 2025, closing a stake of 7 shares — an estimated $381 sold.

Old Second National Bank of Aurora first reported a position in WPC in Q3 2014 and held it in 3 quarters. The position peaked at $13K in Q3 2014. 821 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

  • Old Second National Bank of Aurora reported no remaining W.P. Carey position as of Q1 2025 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 7 W.P. Carey shares in Q1 2025, an estimated $381.
  • Old Second National Bank of Aurora first reported a position in W.P. Carey in Q3 2014 and held it in 3 quarters.
  • Old Second National Bank of Aurora's W.P. Carey position peaked at $13K in Q3 2014.
  • 821 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Old Second National Bank of Aurora's 13F filing for Q1 2025, filed 21 Apr 2025.