Sabal Trust’s W.P. Carey WPC Stock Holding History

Sabal 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
2025 Q1	$1.19M	Hold	18,922	–	–	0.07%	138
2024 Q4	$1.03M	Buy	+18,922	New	+$1.08M	0.06%	142

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sabal Trust's WPC Position: Q1 2025 in Review

Sabal Trust held its W.P. Carey (WPC) position steady in Q1 2025 at 18,922 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #138.

Sabal Trust first reported a position in WPC in Q4 2024 and has held it in 2 quarters since. 822 funds tracked by Wall St. Rank hold WPC as of Q1 2025.

Sabal Trust held 18,922 shares of W.P. Carey worth $1.19M as of Q1 2025.
Sabal Trust left its W.P. Carey share count unchanged in Q1 2025.
W.P. Carey made up 0.07% of Sabal Trust's portfolio in Q1 2025, its #138 holding.
Sabal Trust first reported a position in W.P. Carey in Q4 2024 and has held it in 2 quarters since.
822 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.