UB
WPC icon

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
Q2 		$253K Sell
3,545
-84
-2% -$6.16K ﹤0.01% 664
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 $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

UMB Bank's WPC Position: Q2 2026 in Review

UMB Bank reduced its W.P. Carey (WPC) stake by 2.3% in Q2 2026, selling an estimated $6.16K and leaving 3,545 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

UMB Bank first reported a position in WPC in Q4 2021 and has held it in 19 quarters since. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • UMB Bank held 3,545 shares of W.P. Carey worth $253K as of Q2 2026.
  • UMB Bank sold 84 W.P. Carey shares in Q2 2026, an estimated $6.16K.
  • W.P. Carey made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #664 holding.
  • UMB Bank first reported a position in W.P. Carey in Q4 2021 and has held it in 19 quarters since.
  • 902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.