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Apollon Wealth Management’s W.P. Carey WPC Stock Holding History

Apollon Wealth Management’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 		$1.92M Sell
28,323
-5,804
-17% -$407K 0.03% 403
2025
Q4 		$2.2M Buy
34,127
+1,454
+4% +$96.8K 0.04% 357
2025
Q3 		$2.21M Buy
32,673
+10,804
+49% +$707K 0.04% 363
2025
Q2 		$1.36M Sell
21,869
-211
-1% -$13K 0.03% 459
2025
Q1 		$1.39M Sell
22,080
-1,174
-5% -$69.5K 0.03% 413
2024
Q4 		$1.27M Buy
23,254
+6,367
+38% +$363K 0.03% 443
2024
Q3 		$1.05M Sell
16,887
-591
-3% -$35K 0.03% 474
2024
Q2 		$962K Buy
17,478
+7,937
+83% +$447K 0.03% 483
2024
Q1 		$539K Sell
9,541
-7,963
-45% -$477K 0.02% 668
2023
Q4 		$1.13M Sell
17,504
-107
-0.6% -$6.16K 0.04% 410
2023
Q3 		$933K Sell
17,611
-2,802
-14% -$179K 0.05% 375
2023
Q2 		$1.35M Buy
20,413
+3,494
+21% +$243K 0.07% 307
2023
Q1 		$1.28M Buy
16,919
+5,928
+54% +$472K 0.08% 264
2022
Q4 		$841K Buy
10,991
+111
+1% +$8.34K 0.06% 353
2022
Q3 		$744K Buy
10,880
+327
+3% +$26.8K 0.06% 342
2022
Q2 		$856K Buy
10,553
+14
+0.1% +$1.13K 0.07% 302
2022
Q1 		$834K Buy
10,539
+229
+2% +$17.6K 0.06% 330
2021
Q4 		$829K Buy
10,310
+2,126
+26% +$163K 0.06% 335
2021
Q3 		$585K Buy
8,184
+3,508
+75% +$267K 0.08% 242
2021
Q2 		$342K Sell
4,676
-202
-4% -$14.8K 0.06% 262
2021
Q1 		$338K Sell
4,878
-5,881
-55% -$394K 0.07% 252
2020
Q4 		$744K Buy
+10,759
New +$719K 0.2% 99

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Apollon Wealth Management's WPC Position: Q1 2026 in Review

Apollon Wealth Management reduced its W.P. Carey (WPC) stake by 17% in Q1 2026, selling an estimated $407K and leaving 28,323 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #403.

Apollon Wealth Management first reported a position in WPC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.21M in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • Apollon Wealth Management held 28,323 shares of W.P. Carey worth $1.92M as of Q1 2026.
  • Apollon Wealth Management sold 5,804 W.P. Carey shares in Q1 2026, an estimated $407K.
  • W.P. Carey made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #403 holding.
  • Apollon Wealth Management first reported a position in W.P. Carey in Q4 2020 and has held it in 22 quarters since.
  • Apollon Wealth Management's W.P. Carey position peaked at $2.21M in Q3 2025.
  • 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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