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Wp Carey shares owned by Oakmont Advisory Group

Quarter-by-quarter ownership of Wp Carey (WPC) shares owned by Oakmont Advisory Group from 13F filings

Historical chart of Oakmont Advisory Group investment in Wp Carey

Tip: Access up to 7 years of quarterly data

All positions including Wp Carey held by Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wp Carey by Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $52k 730 71.45

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Series Trust State Street Spd (JNK)

View all positions for Oakmont Advisory Group

Top funds holding Wp Carey

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Invesco
Massachusetts Financial Services
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
Legal & General Group
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding Wp Carey