SMBT
WPC icon

Southern Michigan Bank & Trust’s W.P. Carey WPC Stock Holding History

Southern Michigan 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
Q2 		$3.58K Sell
50
-66
-57% -$4.84K ﹤0.01% 373
2026
Q1 		$7.88K Buy
+116
New +$8.14K ﹤0.01% 337

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Southern Michigan Bank & Trust's WPC Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its W.P. Carey (WPC) stake by 57% in Q2 2026, selling an estimated $4.84K and leaving 50 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Southern Michigan Bank & Trust first reported a position in WPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.88K in Q1 2026. 850 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Southern Michigan Bank & Trust held 50 shares of W.P. Carey worth $3.58K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 66 W.P. Carey shares in Q2 2026, an estimated $4.84K.
  • W.P. Carey made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #373 holding.
  • Southern Michigan Bank & Trust first reported a position in W.P. Carey in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's W.P. Carey position peaked at $7.88K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.