Balyasny Asset Management’s W.P. Carey WPC Stock Holding History

Balyasny Asset Management’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-40,840	Closed	-$3.58M	–	1531
2019 Q3	$3.58M	Buy	+40,840	New	+$3.48M	0.02%	608

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management's WPC Position: Q4 2025 in Review

Balyasny Asset Management sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 45,353 shares — an estimated $3.06M sold.

Balyasny Asset Management first reported a position in WPC in Q4 2017 and held it in 22 quarters. The position peaked at $91.8M in Q2 2024. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

Balyasny Asset Management reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
Balyasny Asset Management sold 45,353 W.P. Carey shares in Q4 2025, an estimated $3.06M.
Balyasny Asset Management first reported a position in W.P. Carey in Q4 2017 and held it in 22 quarters.
Balyasny Asset Management's W.P. Carey position peaked at $91.8M in Q2 2024.
856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.