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Obermeyer Wealth Partners’s W.P. Carey WPC Stock Holding History

Obermeyer Wealth Partners’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
2025
Q2 		– Sell
-10,881
Closed -$687K – 292
2025
Q1 		$687K Sell
10,881
-167
-2% -$9.88K 0.04% 123
2024
Q4 		$602K Buy
11,048
+167
+2% +$9.52K 0.03% 133
2024
Q3 		$678K Hold
10,881
– – 0.04% 125
2024
Q2 		$599K Hold
10,881
– – 0.03% 132
2024
Q1 		$614K Buy
+10,881
New +$651K 0.04% 127

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Obermeyer Wealth Partners's WPC Position: Q2 2025 in Review

Obermeyer Wealth Partners sold out of W.P. Carey (WPC) in Q2 2025, closing a stake of 10,881 shares — an estimated $687K sold.

Obermeyer Wealth Partners first reported a position in WPC in Q1 2024 and held it in 5 quarters. The position peaked at $687K in Q1 2025. 819 funds tracked by Wall St. Rank hold WPC as of Q2 2025.

  • Obermeyer Wealth Partners reported no remaining W.P. Carey position as of Q2 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 10,881 W.P. Carey shares in Q2 2025, an estimated $687K.
  • Obermeyer Wealth Partners first reported a position in W.P. Carey in Q1 2024 and held it in 5 quarters.
  • Obermeyer Wealth Partners's W.P. Carey position peaked at $687K in Q1 2025.
  • 819 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.