D.E. Shaw & Co
WPC icon

D.E. Shaw & Co’s W.P. Carey WPC Stock Holding History

D.E. Shaw & Co’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
2026
Q1 		$3.06M Buy
45,100
+16,300
+57% +$1.14M ﹤0.01% 2574
2025
Q4 		$1.85M Buy
+28,800
New +$1.92M ﹤0.01% 3116
2025
Q1 		– Sell
-7,600
Closed -$414K – 4810
2024
Q4 		$414K Buy
+7,600
New +$433K ﹤0.01% 3730
2023
Q4 		– Sell
-43,903
Closed -$2.33M – 4650
2023
Q3 		$2.33M Hold
43,903
– – ﹤0.01% 2455
2023
Q2 		$2.91M Buy
+43,903
New +$3.05M ﹤0.01% 2321
2021
Q2 		– Sell
-67,080
Closed -$4.65M – 5050
2021
Q1 		$4.65M Buy
+67,080
New +$4.5M ﹤0.01% 1900
2020
Q3 		– Sell
-11,333
Closed -$751K – 4207
2020
Q2 		$751K Sell
11,333
-10,210
-47% -$634K ﹤0.01% 3120
2020
Q1 		$1.23M Sell
21,543
-11,742
-35% -$891K ﹤0.01% 2582
2019
Q4 		$2.61M Buy
33,285
+21,543
+183% +$1.81M ﹤0.01% 2266
2019
Q3 		$1.03M Sell
11,742
-15,110
-56% -$1.29M ﹤0.01% 2811
2019
Q2 		$2.13M Buy
26,852
+11,741
+78% +$930K ﹤0.01% 2205
2019
Q1 		$1.16M Buy
+15,111
New +$1.09M ﹤0.01% 2514
2014
Q1 		– Sell
-20,931
Closed -$1.26M – 4665
2013
Q4 		$1.26M Hold
20,931
– – ﹤0.01% 2965
2013
Q3 		$1.33M Hold
20,931
– – ﹤0.01% 2786
2013
Q2 		$1.36M Buy
+20,931
New +$1.42M ﹤0.01% 2460

Other funds holding WPC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return