Apollon Wealth Management, LLC

Position in WPC — W. P. Carey Inc.

CIK 1764387 MOUNT PLEASANT, SC

Position in WPC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,924,831

-$271,582 QoQ

Shares Held

28,323

-17.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0.17653497157786957.ToString("F0")% Shared 0.ToString("F0")% None 99.82346502842213.ToString("F0")%

Real Estate · as of Mar 31, 2026

Apollon Wealth Management, LLC holds $19,923,778 across 3 REIT - Diversified names. WPC ranks #2 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNL	Broadstone Net Lease, Inc.	958,843	$17,518,061
2	WPC	W. P. Carey Inc. This page	28,323	$1,924,831
3	VICI	Vici Properties Inc.	17,602	$480,886

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,924,831	28,323	-17.0%	Shares	Sole	2026-04-22
2025-12-31	$2,196,413	34,127	+4.5%	Shares	Sole	2026-01-22
2025-09-30	$2,207,714	32,673	+49.4%	Shares	Sole	2025-10-17
2025-06-30	$1,364,188	21,869	-1.0%	Shares	Sole	2025-07-25
2025-03-31	$1,393,468	22,080	-5.0%	Shares	Sole	2025-05-02
2024-12-31	$1,266,877	23,254	+37.7%	Shares	Sole	2025-01-28
2024-09-30	$1,052,060	16,887	-3.4%	Shares	Sole	2024-11-05
2024-06-30	$962,163	17,478	+83.2%	Shares	Sole	2024-07-19
2024-03-31	$538,494	9,541	-45.5%	Shares	Sole	2024-05-02
2023-12-31	$1,134,434	17,504	+1.5%	Shares	Sole	2024-02-06
2023-09-30	$913,639	17,249	-13.7%	Shares	Sole	2023-11-14
2023-06-30	$1,322,944	19,993	+20.7%	Shares	Sole	2023-08-04
2023-03-31	$1,257,026	16,571	+53.9%	Shares	Sole	2023-05-16
2022-12-31	$823,981	10,765	+1.0%	Shares	Sole	2023-02-15
2022-09-30	$728,489	10,656	+3.1%	Shares	Sole	2022-11-08
2022-06-30	$838,825	10,336	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$817,268	10,322	+2.2%	Shares	Sole	2022-05-16
2021-12-31	$811,499	10,098	+26.0%	Shares	Sole	2022-02-14
2021-09-30	$573,446	8,016	+75.0%	Shares	Sole	2021-11-15
2021-06-30	$334,730	4,580	-4.1%	Shares	Sole	2021-08-12
2021-03-31	$331,137	4,778	-54.7%	Shares	Sole	2021-05-17
2020-12-31	$728,474	10,538	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.