Position in WPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$351,065
+$17,382 QoQ
Shares Held
4,910
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#551
of 890 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPC Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026Apollon Financial, LLC holds $351,065 across 1 REIT - Diversified name. WPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPC |
W. P. Carey Inc.
This page
|
4,910 | $351,065 |
All Filings in WPC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,065 | 4,910 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $333,683 | 4,910 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $316,007 | 4,910 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $335,417 | 4,964 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $309,654 | 4,964 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $309,870 | 4,910 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $267,496 | 4,910 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $366,074 | 5,876 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||