Tower Trust & Investment Company’s W.P. Carey WPC Stock Holding History

Tower Trust & Investment 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
2026 Q2	$86.7K	Buy	+1,212	New	+$88.8K	0.05%	114

Other funds holding WPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIC

Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Tower Trust & Investment Company's WPC Position: Q2 2026 in Review

Tower Trust & Investment Company opened a new position in W.P. Carey (WPC) in Q2 2026: 1,212 shares worth $86.7K. The stake represents 0.05% of the portfolio and ranks #114 among its holdings.

348 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Tower Trust & Investment Company held 1,212 shares of W.P. Carey worth $86.7K as of Q2 2026.
W.P. Carey was a new Tower Trust & Investment Company position in Q2 2026.
W.P. Carey made up 0.05% of Tower Trust & Investment Company's portfolio in Q2 2026, its #114 holding.
348 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.