Horizon Investments’s W.P. Carey WPC Stock Holding History

Horizon Investments’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	$152K	Sell	2,238 -955	-30%	-$67K	﹤0.01%	1026
2025 Q4	$206K	Buy	+3,193	New	+$213K	﹤0.01%	951
2025 Q3	–	Sell	-24	Closed	-$1.5K	–	1295
2025 Q2	$1.5K	Hold	24	–	–	﹤0.01%	1035
2025 Q1	$1.51K	Buy	+24	New	+$1.42K	﹤0.01%	752
2024 Q4	–	Sell	-32	Closed	-$1.99K	–	931
2024 Q3	$1.99K	Buy	32 +9	+39%	+$533	﹤0.01%	706
2024 Q2	$1.27K	Buy	+23	New	+$1.3K	﹤0.01%	726
2018 Q4	–	Sell	-10,642	Closed	-$670K	–	310
2018 Q3	$670K	Hold	10,642	–	–	0.02%	180
2018 Q2	$692K	Buy	+10,642	New	+$674K	0.03%	174

Other funds holding WPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Horizon Investments's WPC Position: Q1 2026 in Review

Horizon Investments reduced its W.P. Carey (WPC) stake by 30% in Q1 2026, selling an estimated $67K and leaving 2,238 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Horizon Investments first reported a position in WPC in Q2 2018 and has held it in 8 quarters since. The position peaked at $692K in Q2 2018. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Horizon Investments held 2,238 shares of W.P. Carey worth $152K as of Q1 2026.
Horizon Investments sold 955 W.P. Carey shares in Q1 2026, an estimated $67K.
W.P. Carey made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1026 holding.
Horizon Investments first reported a position in W.P. Carey in Q2 2018 and has held it in 8 quarters since.
Horizon Investments's W.P. Carey position peaked at $692K in Q2 2018.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.