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HORAN Wealth’s W.P. Carey WPC Stock Holding History

HORAN Wealth’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 		$1.34M Buy
19,773
+1,962
+11% +$138K 0.13% 91
2025
Q4 		$1.15M Buy
17,811
+587
+3% +$39.1K 0.18% 74
2025
Q3 		$1.16M Sell
17,224
-725
-4% -$47.5K 0.18% 78
2025
Q2 		$1.12M Buy
+17,949
New +$1.11M 0.34% 59

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

HORAN Wealth's WPC Position: Q1 2026 in Review

HORAN Wealth increased its W.P. Carey (WPC) stake by 11% in Q1 2026, buying an estimated $138K and bringing the position to 19,773 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #91.

HORAN Wealth first reported a position in WPC in Q2 2025 and has held it in 4 quarters since. 867 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

  • HORAN Wealth held 19,773 shares of W.P. Carey worth $1.34M as of Q1 2026.
  • HORAN Wealth bought 1,962 W.P. Carey shares in Q1 2026, an estimated $138K.
  • W.P. Carey made up 0.13% of HORAN Wealth's portfolio in Q1 2026, its #91 holding.
  • HORAN Wealth first reported a position in W.P. Carey in Q2 2025 and has held it in 4 quarters since.
  • 867 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.