Horizon Investments, LLC

Position in WPC — W. P. Carey Inc.

CIK 1560717 Charlotte, NC

Position in WPC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$188,545

+$36,451 QoQ

Shares Held

2,637

+17.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#686

of 892 holders

Holding Since

Jun 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Horizon Investments, LLC holds $4,263,160 across 4 REIT - Diversified names. WPC ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	81,294	$2,158,355
2	BNL	Broadstone Net Lease, Inc.	50,511	$1,044,062
3	AAT	American Assets Trust, Inc.	35,326	$872,198
4	WPC	W. P. Carey Inc. This page	2,637	$188,545

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$188,545	2,637	+17.8%	Shares	Sole	2026-08-13
2026-03-31	$152,094	2,238	-29.9%	Shares	Sole	2026-05-15
2025-12-31	$205,501	3,193	+13204.2%	Shares	Sole	2026-02-02
2025-06-30	$1,497	24	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,514	24	-25.0%	Shares	Sole	2025-05-13
2024-09-30	$1,993	32	+39.1%	Shares	Sole	2024-11-13
2024-06-30	$1,266	23	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.