Oak Harvest Investment Services’s W.P. Carey WPC Stock Holding History

Oak Harvest Investment Services’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	$209K	Buy	+2,929	New	+$215K	0.02%	157
2023 Q3	–	Sell	-59,741	Closed	-$3.95M	–	124
2023 Q2	$3.95M	Sell	59,741 -22,799	-28%	-$1.59M	0.89%	42
2023 Q1	$6.26M	Buy	82,540 +1,636	+2%	+$130K	1.44%	20
2022 Q4	$6.19M	Buy	80,904 +4,461	+6%	+$335K	1.61%	22
2022 Q3	$5.23M	Sell	76,443 -2,148	-3%	-$176K	1.39%	32
2022 Q2	$6.38M	Buy	78,591 +8,968	+13%	+$724K	1.72%	20
2022 Q1	$5.51M	Buy	69,623 +53,257	+325%	+$4.09M	1.36%	32
2021 Q4	$1.31M	Sell	16,366 -758	-4%	-$58K	0.33%	56
2021 Q3	$1.23M	Sell	17,124 -27	-0.2%	-$2.06K	0.36%	56
2021 Q2	$1.25M	Sell	17,151 -29	-0.2%	-$2.12K	0.41%	56
2021 Q1	$1.19M	Buy	17,180 +257	+2%	+$17.2K	0.46%	60
2020 Q4	$1.17M	Buy	+16,923	New	+$1.13M	0.5%	50

Other funds holding WPC

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Harvest Investment Services's WPC Position: Q2 2026 in Review

Oak Harvest Investment Services opened a new position in W.P. Carey (WPC) in Q2 2026: 2,929 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: Oak Harvest Investment Services previously reported a position in WPC as recently as Q2 2023.

Oak Harvest Investment Services first reported a position in WPC in Q4 2020 and has held it in 12 quarters since. The position peaked at $6.38M in Q2 2022. 253 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Oak Harvest Investment Services held 2,929 shares of W.P. Carey worth $209K as of Q2 2026.
W.P. Carey was a new Oak Harvest Investment Services position in Q2 2026.
W.P. Carey made up 0.02% of Oak Harvest Investment Services's portfolio in Q2 2026, its #157 holding.
Oak Harvest Investment Services first reported a position in W.P. Carey in Q4 2020 and has held it in 12 quarters since.
Oak Harvest Investment Services's W.P. Carey position peaked at $6.38M in Q2 2022.
253 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.