Position in WPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,519,375
+$175,602 QoQ
Shares Held
21,250
+7.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#300
of 892 holders
Holding Since
Jun 2025
5 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, 2026HORAN Wealth, LLC holds $1,519,375 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
|
21,250 | $1,519,375 |
All Filings in WPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,519,375 | 21,250 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,343,773 | 19,773 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,146,315 | 17,811 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,163,825 | 17,224 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,119,658 | 17,949 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||