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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
Q2 		$351K Hold
4,910
– – 0.04% 236
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
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

Apollon Financial's WPC Position: Q2 2026 in Review

Apollon Financial held its W.P. Carey (WPC) position steady in Q2 2026 at 4,910 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #236.

Apollon Financial first reported a position in WPC in Q3 2024 and has held it in 8 quarters since. The position peaked at $366K in Q3 2024. 903 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Apollon Financial held 4,910 shares of W.P. Carey worth $351K as of Q2 2026.
  • Apollon Financial left its W.P. Carey share count unchanged in Q2 2026.
  • W.P. Carey made up 0.04% of Apollon Financial's portfolio in Q2 2026, its #236 holding.
  • Apollon Financial first reported a position in W.P. Carey in Q3 2024 and has held it in 8 quarters since.
  • Apollon Financial's W.P. Carey position peaked at $366K in Q3 2024.
  • 903 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.