Horan Capital Advisors’s W.P. Carey WPC Stock Holding History

Horan Capital Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$1.13M	Sell	17,855 -399	-2%	-$25.2K	0.38%	58
2024 Q4	$994K	Sell	18,254 -3,962	-18%	-$216K	0.33%	56
2024 Q3	$1.38M	Sell	22,216 -410	-2%	-$25.5K	0.46%	55
2024 Q2	$1.25M	Sell	22,626 -182	-0.8%	-$10K	0.44%	56
2024 Q1	$1.29M	Sell	22,808 -582	-2%	-$32.8K	0.46%	56
2023 Q4	$1.52M	Sell	23,390 -1,447	-6%	-$93.8K	0.56%	54
2023 Q3	$1.32M	Sell	24,837 -360	-1%	-$19.1K	0.53%	54
2023 Q2	$1.67M	Buy	25,197 +266	+1%	+$17.6K	0.65%	52
2023 Q1	$1.89M	Sell	24,931 -163	-0.6%	-$12.4K	0.78%	49
2022 Q4	$1.92M	Buy	25,094 +26	+0.1%	+$1.99K	0.84%	47
2022 Q3	$1.71M	Buy	25,068 +664	+3%	+$45.4K	0.83%	46
2022 Q2	$1.98M	Sell	24,404 -68	-0.3%	-$5.52K	0.92%	45
2022 Q1	$1.94M	Buy	24,472 +345	+1%	+$27.3K	0.78%	45
2021 Q4	$1.94M	Sell	24,127 -578	-2%	-$46.5K	0.77%	47
2021 Q3	$1.77M	Buy	24,705 +441	+2%	+$31.5K	0.78%	47
2021 Q2	$1.77M	Buy	24,264 +707	+3%	+$51.7K	0.8%	46
2021 Q1	$1.63M	Buy	23,557 +838	+4%	+$58.1K	0.78%	47
2020 Q4	$1.57M	Buy	22,719 +493	+2%	+$34.1K	0.81%	45
2020 Q3	$1.42M	Buy	22,226 +147	+0.7%	+$9.38K	0.8%	44
2020 Q2	$1.46M	Sell	22,079 -1,062	-5%	-$70.4K	0.98%	43
2020 Q1	$1.32M	Sell	23,141 -93	-0.4%	-$5.29K	1.05%	40
2019 Q4	$1.82M	Sell	23,234 -515	-2%	-$40.4K	1.08%	42
2019 Q3	$2.08M	Sell	23,749 -13,353	-36%	-$1.17M	1.27%	34
2019 Q2	$2.95M	Sell	37,102 -1,506	-4%	-$120K	1.98%	14
2019 Q1	$2.96M	Sell	38,608 -4,339	-10%	-$333K	1.87%	14
2018 Q4	$2.75M	Buy	42,947 +168	+0.4%	+$10.8K	1.84%	18
2018 Q3	$2.7M	Sell	42,779 -403	-0.9%	-$25.4K	1.74%	24
2018 Q2	$2.81M	Sell	43,182 -202	-0.5%	-$13.1K	1.8%	19
2018 Q1	$2.63M	Buy	43,384 +1,495	+4%	+$90.8K	1.73%	25
2017 Q4	$2.83M	Buy	41,889 +1,318	+3%	+$88.9K	1.84%	23
2017 Q3	$2.68M	Buy	40,571 +15,470	+62%	+$1.02M	1.65%	25
2017 Q2	$1.62M	Buy	+25,101	New	+$1.62M	1.1%	37