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

Osbon 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	$30.4K	Hold	447	–	–	0.02%	188
2025 Q4	$28.8K	Buy	+447	New	+$29.8K	0.03%	151

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Osbon Capital Management held its W.P. Carey (WPC) position steady in Q1 2026 at 447 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #188.

Osbon Capital Management first reported a position in WPC in Q4 2025 and has held it in 2 quarters since. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Osbon Capital Management held 447 shares of W.P. Carey worth $30.4K as of Q1 2026.
Osbon Capital Management left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #188 holding.
Osbon Capital Management first reported a position in W.P. Carey in Q4 2025 and has held it in 2 quarters since.
867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.