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UMB Bank’s W.P. Carey WPC Stock Holding History

UMB Bank’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 		$247K Buy
3,629
+113
+3% +$7.93K ﹤0.01% 637
2025
Q4 		$226K Buy
3,516
+267
+8% +$17.8K ﹤0.01% 651
2025
Q3 		$220K Buy
3,249
+38
+1% +$2.49K ﹤0.01% 591
2025
Q2 		$200K Buy
3,211
+228
+8% +$14K ﹤0.01% 595
2025
Q1 		$188K Buy
2,983
+1,053
+55% +$62.3K ﹤0.01% 588
2024
Q4 		$105K Buy
1,930
+488
+34% +$27.8K ﹤0.01% 688
2024
Q3 		$89.8K Buy
1,442
+503
+54% +$29.8K ﹤0.01% 724
2024
Q2 		$51.7K Buy
939
+108
+13% +$6.09K ﹤0.01% 817
2024
Q1 		$46.9K Buy
831
+60
+8% +$3.59K ﹤0.01% 847
2023
Q4 		$50K Sell
771
-18
-2% -$1.04K ﹤0.01% 830
2023
Q3 		$41.8K Buy
789
+33
+4% +$2.11K ﹤0.01% 876
2023
Q2 		$50K Hold
756
– – ﹤0.01% 848
2023
Q1 		$57.3K Hold
756
– – ﹤0.01% 809
2022
Q4 		$57K Hold
756
– – ﹤0.01% 821
2022
Q3 		$52K Sell
756
-186
-20% -$15.2K ﹤0.01% 859
2022
Q2 		$77K Hold
942
– – ﹤0.01% 804
2022
Q1 		$75K Hold
942
– – ﹤0.01% 846
2021
Q4 		$76K Buy
+942
New +$72.1K ﹤0.01% 866

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

UMB Bank's WPC Position: Q1 2026 in Review

UMB Bank increased its W.P. Carey (WPC) stake by 3.2% in Q1 2026, buying an estimated $7.93K and bringing the position to 3,629 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

UMB Bank first reported a position in WPC in Q4 2021 and has held it in 18 quarters since. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • UMB Bank held 3,629 shares of W.P. Carey worth $247K as of Q1 2026.
  • UMB Bank bought 113 W.P. Carey shares in Q1 2026, an estimated $7.93K.
  • W.P. Carey made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #637 holding.
  • UMB Bank first reported a position in W.P. Carey in Q4 2021 and has held it in 18 quarters since.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.