Apollon Financial’s W.P. Carey WPC Stock Holding History

Apollon Financial’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	$334K	Hold	4,910	–	–	0.05%	223
2025 Q4	$316K	Sell	4,910 -54	-1%	-$3.6K	0.05%	214
2025 Q3	$335K	Hold	4,964	–	–	0.06%	192
2025 Q2	$310K	Buy	4,964 +54	+1%	+$3.33K	0.06%	179
2025 Q1	$310K	Hold	4,910	–	–	0.07%	168
2024 Q4	$267K	Sell	4,910 -966	-16%	-$55K	0.07%	168
2024 Q3	$366K	Buy	+5,876	New	+$348K	0.11%	122

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

Apollon Financial's WPC Position: Q1 2026 in Review

Apollon Financial held its W.P. Carey (WPC) position steady in Q1 2026 at 4,910 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #223.

Apollon Financial first reported a position in WPC in Q3 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2024. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Apollon Financial held 4,910 shares of W.P. Carey worth $334K as of Q1 2026.
Apollon Financial left its W.P. Carey share count unchanged in Q1 2026.
W.P. Carey made up 0.05% of Apollon Financial's portfolio in Q1 2026, its #223 holding.
Apollon Financial first reported a position in W.P. Carey in Q3 2024 and has held it in 7 quarters since.
Apollon Financial's W.P. Carey position peaked at $366K in Q3 2024.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Apollon Financial's 13F filing for Q1 2026, filed 22 Apr 2026.