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Orion Capital Management’s W.P. Carey WPC Stock Holding History

Orion Capital Management’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 		$129K Sell
1,900
-5,100
-73% -$358K 0.04% 180
2025
Q4 		$451K Sell
7,000
-3,680
-34% -$245K 0.15% 89
2025
Q3 		$722K Buy
+10,680
New +$699K 0.25% 68

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

Orion Capital Management's WPC Position: Q1 2026 in Review

Orion Capital Management reduced its W.P. Carey (WPC) stake by 73% in Q1 2026, selling an estimated $358K and leaving 1,900 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #180.

Orion Capital Management first reported a position in WPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $722K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Orion Capital Management held 1,900 shares of W.P. Carey worth $129K as of Q1 2026.
  • Orion Capital Management sold 5,100 W.P. Carey shares in Q1 2026, an estimated $358K.
  • W.P. Carey made up 0.04% of Orion Capital Management's portfolio in Q1 2026, its #180 holding.
  • Orion Capital Management first reported a position in W.P. Carey in Q3 2025 and has held it in 3 quarters since.
  • Orion Capital Management's W.P. Carey position peaked at $722K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.