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 Q3	$282K	Sell	4,358 -552	-11%	-$39.2K	0.03%	269
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%	+$3.32K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Apollon Financial's WPC Position: Q3 2026 in Review

Apollon Financial reduced its W.P. Carey (WPC) stake by 11% in Q3 2026, selling an estimated $39.2K and leaving 4,358 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #269.

Apollon Financial first reported a position in WPC in Q3 2024 and has held it in 9 quarters since. The position peaked at $366K in Q3 2024. 547 funds tracked by Wall St. Rank hold WPC as of Q3 2026.

Apollon Financial held 4,358 shares of W.P. Carey worth $282K as of Q3 2026.
Apollon Financial sold 552 W.P. Carey shares in Q3 2026, an estimated $39.2K.
W.P. Carey made up 0.03% of Apollon Financial's portfolio in Q3 2026, its #269 holding.
Apollon Financial first reported a position in W.P. Carey in Q3 2024 and has held it in 9 quarters since.
Apollon Financial's W.P. Carey position peaked at $366K in Q3 2024.
547 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2026.

Based on Apollon Financial's 13F filing for Q3 2026, filed 23 Oct 2026.