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 Q2	$32K	Hold	447	–	–	0.03%	158
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Osbon Capital Management's WPC Position: Q2 2026 in Review

Osbon Capital Management held its W.P. Carey (WPC) position steady in Q2 2026 at 447 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #158.

Osbon Capital Management first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Osbon Capital Management held 447 shares of W.P. Carey worth $32K as of Q2 2026.
Osbon Capital Management left its W.P. Carey share count unchanged in Q2 2026.
W.P. Carey made up 0.03% of Osbon Capital Management's portfolio in Q2 2026, its #158 holding.
Osbon Capital Management first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.