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Riverview Trust Company’s W.P. Carey WPC Stock Holding History

Riverview Trust 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
2025
Q2 		– Sell
-493
Closed -$31.1K – 586
2025
Q1 		$31.1K Hold
493
– – 0.03% 296
2024
Q4 		$26.9K Hold
493
– – 0.02% 352
2024
Q3 		$30.7K Hold
493
– – 0.03% 321
2024
Q2 		$27.1K Hold
493
– – 0.03% 332
2024
Q1 		$27.8K Buy
+493
New +$29.5K 0.02% 360
2023
Q3 		– Sell
-176
Closed -$11.6K – 720
2023
Q2 		$11.6K Hold
176
– – 0.01% 655
2023
Q1 		$13.3K Hold
176
– – 0.01% 578
2022
Q4 		$13K Buy
+176
New +$13.2K 0.01% 602

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Riverview Trust Company's WPC Position: Q2 2025 in Review

Riverview Trust Company sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 493 shares — an estimated $31.1K sold.

Riverview Trust Company first reported a position in WPC in Q4 2022 and held it in 8 quarters. The position peaked at $31.1K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Riverview Trust Company reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 493 W.P. Carey shares in Q2 2025, an estimated $31.1K.
  • Riverview Trust Company first reported a position in W.P. Carey in Q4 2022 and held it in 8 quarters.
  • Riverview Trust Company's W.P. Carey position peaked at $31.1K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.