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Osmosis Investment Management UK’s W.P. Carey WPC Stock Holding History

Osmosis Investment Management UK’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 		$210K Sell
2,943
-3,070
-51% -$225K 0.01% 448
2026
Q1 		$414K Sell
6,013
-28,809
-83% -$2.02M 0.01% 415
2025
Q4 		$2.27M Buy
+34,822
New +$2.32M 0.06% 238

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Osmosis Investment Management UK's WPC Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its W.P. Carey (WPC) stake by 51% in Q2 2026, selling an estimated $225K and leaving 2,943 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #448.

Osmosis Investment Management UK first reported a position in WPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q4 2025. 900 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Osmosis Investment Management UK held 2,943 shares of W.P. Carey worth $210K as of Q2 2026.
  • Osmosis Investment Management UK sold 3,070 W.P. Carey shares in Q2 2026, an estimated $225K.
  • W.P. Carey made up 0.01% of Osmosis Investment Management UK's portfolio in Q2 2026, its #448 holding.
  • Osmosis Investment Management UK first reported a position in W.P. Carey in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's W.P. Carey position peaked at $2.27M in Q4 2025.
  • 900 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.