Capula Management’s W.P. Carey WPC Stock Holding History

Capula 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
2021 Q4	–	Sell	-3,780	Closed	-$270K	–	805
2021 Q3	$270K	Buy	+3,780	New	+$288K	﹤0.01%	725

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Capula Management's WPC Position: Q4 2021 in Review

Capula Management sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 3,780 shares — an estimated $270K sold.

Capula Management first reported a position in WPC in Q3 2021 and held it in 1 quarter. The position peaked at $270K in Q3 2021. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Capula Management reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Capula Management sold 3,780 W.P. Carey shares in Q4 2021, an estimated $270K.
Capula Management first reported a position in W.P. Carey in Q3 2021 and held it in 1 quarter.
Capula Management's W.P. Carey position peaked at $270K in Q3 2021.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Capula Management's 13F filing for Q4 2021, filed 14 Feb 2022.