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Parkside Financial Bank & Trust’s W.P. Carey WPC Stock Holding History

Parkside Financial 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
Q1 		$27.9K Buy
411
+2
+0.5% +$140 ﹤0.01% 1193
2025
Q4 		$26.3K Buy
409
+90
+28% +$5.99K ﹤0.01% 1211
2025
Q3 		$21.6K Buy
319
+27
+9% +$1.77K ﹤0.01% 1217
2025
Q2 		$18.2K Buy
292
+36
+14% +$2.22K ﹤0.01% 1275
2025
Q1 		$16.2K Buy
256
+9
+4% +$533 ﹤0.01% 1225
2024
Q4 		$13.5K Buy
247
+5
+2% +$285 ﹤0.01% 1206
2024
Q3 		$15.1K Buy
242
+9
+4% +$533 ﹤0.01% 1136
2024
Q2 		$12.8K Buy
233
+46
+25% +$2.59K ﹤0.01% 1123
2024
Q1 		$10.6K Sell
187
-2
-1% -$120 ﹤0.01% 1164
2023
Q4 		$12.3K Buy
189
+117
+163% +$6.74K ﹤0.01% 1103
2023
Q3 		$3.84K Hold
72
– – ﹤0.01% 1462
2023
Q2 		$4.8K Buy
72
+58
+414% +$4.03K ﹤0.01% 1389
2023
Q1 		$1.08K Buy
14
+7
+100% +$558 ﹤0.01% 1838
2022
Q4 		$547 Sell
7
-8
-53% -$601 ﹤0.01% 1908
2022
Q3 		$1K Hold
15
– – ﹤0.01% 1757
2022
Q2 		$1K Hold
15
– – ﹤0.01% 1782
2022
Q1 		$1K Buy
+15
New +$1.15K ﹤0.01% 1794
2020
Q2 		– Sell
-10
Closed -$1K – 1714
2020
Q1 		$1K Hold
10
– – ﹤0.01% 1348
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1499
2019
Q3 		$1K Sell
10
-398
-98% -$33.9K ﹤0.01% 1476
2019
Q2 		$33K Buy
408
+327
+404% +$25.9K 0.01% 495
2019
Q1 		$6K Buy
81
+12
+17% +$864 ﹤0.01% 912
2018
Q4 		$4K Buy
69
+1
+1% +$65 ﹤0.01% 954
2018
Q3 		$4K Buy
68
+1
+1% +$64 ﹤0.01% 963
2018
Q2 		$4K Buy
67
+1
+2% +$63 ﹤0.01% 947
2018
Q1 		$4K Buy
+66
New +$4.06K ﹤0.01% 908

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

Parkside Financial Bank & Trust's WPC Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its W.P. Carey (WPC) stake by 0.49% in Q1 2026, buying an estimated $140 and bringing the position to 411 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Parkside Financial Bank & Trust first reported a position in WPC in Q1 2018 and has held it in 26 quarters since. The position peaked at $33K in Q2 2019. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Parkside Financial Bank & Trust held 411 shares of W.P. Carey worth $27.9K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 2 W.P. Carey shares in Q1 2026, an estimated $140.
  • W.P. Carey made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1193 holding.
  • Parkside Financial Bank & Trust first reported a position in W.P. Carey in Q1 2018 and has held it in 26 quarters since.
  • Parkside Financial Bank & Trust's W.P. Carey position peaked at $33K in Q2 2019.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.