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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$189K Buy
2,637
+399
+18% +$29.2K ﹤0.01% 1024
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

Horizon Investments's WPC Position: Q2 2026 in Review

Horizon Investments increased its W.P. Carey (WPC) stake by 18% in Q2 2026, buying an estimated $29.2K and bringing the position to 2,637 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Horizon Investments first reported a position in WPC in Q2 2018 and has held it in 9 quarters since. The position peaked at $692K in Q2 2018. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Horizon Investments held 2,637 shares of W.P. Carey worth $189K as of Q2 2026.
  • Horizon Investments bought 399 W.P. Carey shares in Q2 2026, an estimated $29.2K.
  • W.P. Carey made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1024 holding.
  • Horizon Investments first reported a position in W.P. Carey in Q2 2018 and has held it in 9 quarters since.
  • Horizon Investments's W.P. Carey position peaked at $692K in Q2 2018.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.