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Equibles

First National Bank of Mount Dora, Trust Investment Services

Bank

Position in WPC — W. P. Carey Inc.

CIK 1423045 Mount Dora, FL
Back to WPC Full portfolio

Position in WPC

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$736,450
+$36,462 QoQ
Shares Held
10,300
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#409
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WPC Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

First National Bank of Mount Dora, Trust Investment Services holds $940,630 across 2 REIT - Diversified names. WPC ranks #1 (78.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPC
W. P. Carey Inc.
This page 		10,300 $736,450
2 GOOD
Gladstone Commercial Corp
 16,600 $204,180

All Filings in WPC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $736,450 10,300
2026-03-31 $699,988 10,300
2025-12-31 $662,908 10,300
2025-09-30 $695,971 10,300
2025-06-30 $642,514 10,300
2025-03-31 $650,033 10,300
2024-12-31 $566,592 10,400
2024-09-30 $647,920 10,400
2024-06-30 $572,520 10,400
2024-03-31 $586,976 10,400
2023-12-31 $674,024 10,400
2023-09-30 $562,432 10,400
2023-06-30 $702,623 10,400
2023-03-31 $805,479 10,400
2022-12-31 $812,759 10,400
2022-09-30 $725,919 10,400
2022-06-30 $861,743 10,400
2022-03-31 $840,736 10,400
2021-12-31 $853,320 10,400
2021-09-30 $759,614 10,400
2021-06-30 $776,046 10,400
2021-03-31 $735,902 10,400
2020-12-31 $578,754 8,200
2020-09-30 $534,312 8,200
2020-06-30 $554,730 8,200
2020-03-31 $476,254 8,200

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