SouthState Corp’s W.P. Carey WPC Stock Holding History

SouthState Corp’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	$88.1K	Hold	1,296	–	–	﹤0.01%	396
2025 Q4	$83.4K	Sell	1,296 -10	-0.8%	-$666	﹤0.01%	393
2025 Q3	$88.2K	Sell	1,306 -125	-9%	-$8.18K	﹤0.01%	391
2025 Q2	$89.3K	Sell	1,431 -8	-0.6%	-$493	﹤0.01%	434
2025 Q1	$90.8K	Buy	1,439 +195	+16%	+$11.5K	﹤0.01%	434
2024 Q4	$67.8K	Hold	1,244	–	–	﹤0.01%	340
2024 Q3	$77.5K	Hold	1,244	–	–	0.01%	332
2024 Q2	$68.5K	Hold	1,244	–	–	0.01%	345
2024 Q1	$70.2K	Hold	1,244	–	–	0.01%	345
2023 Q4	$80.6K	Sell	1,244 -26	-2%	-$1.5K	0.01%	313
2023 Q3	$67.3K	Hold	1,270	–	–	0.01%	320
2023 Q2	$84K	Sell	1,270 -327	-20%	-$22.7K	0.01%	308
2023 Q1	$121K	Sell	1,597 -371	-19%	-$29.6K	0.01%	290
2022 Q4	$151K	Buy	1,968 +123	+7%	+$9.24K	0.01%	288
2022 Q3	$126K	Sell	1,845 -84	-4%	-$6.88K	0.01%	294
2022 Q2	$157K	Sell	1,929 -465	-19%	-$37.5K	0.01%	273
2022 Q1	$190K	Buy	2,394 +1,027	+75%	+$78.8K	0.02%	275
2021 Q4	$110K	Buy	1,367 +97	+8%	+$7.42K	0.01%	325
2021 Q3	$91K	Buy	+1,270	New	+$96.7K	0.01%	305

Other funds holding WPC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

SouthState Corp's WPC Position: Q1 2026 in Review

SouthState Corp held its W.P. Carey (WPC) position steady in Q1 2026 at 1,296 shares worth $88.1K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

SouthState Corp first reported a position in WPC in Q3 2021 and has held it in 19 quarters since. The position peaked at $190K in Q1 2022. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

SouthState Corp held 1,296 shares of W.P. Carey worth $88.1K as of Q1 2026.
SouthState Corp left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up ﹤0.01% of SouthState Corp's portfolio in Q1 2026, its #396 holding.
SouthState Corp first reported a position in W.P. Carey in Q3 2021 and has held it in 19 quarters since.
SouthState Corp's W.P. Carey position peaked at $190K in Q1 2022.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.