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
2025
Q1 		– Sell
-14,100
Closed -$768K – 4811
2024
Q4 		$768K Buy
14,100
+2,000
+17% +$114K ﹤0.01% 3364
2024
Q3 		$754K Hold
12,100
– – ﹤0.01% 3462
2024
Q2 		$666K Hold
12,100
– – ﹤0.01% 3447
2024
Q1 		$683K Hold
12,100
– – ﹤0.01% 3321
2023
Q4 		$784K Sell
12,100
-254
-2% -$14.6K ﹤0.01% 3291
2023
Q3 		$654K Sell
12,354
-9,087
-42% -$582K ﹤0.01% 3315
2023
Q2 		$1.42M Buy
+21,441
New +$1.49M ﹤0.01% 2871
2020
Q3 		– Sell
-20,420
Closed -$1.35M – 4208
2020
Q2 		$1.35M Sell
20,420
-5,820
-22% -$362K ﹤0.01% 2713
2020
Q1 		$1.49M Sell
26,240
-10,516
-29% -$798K ﹤0.01% 2422
2019
Q4 		$2.88M Buy
36,756
+10,210
+38% +$855K ﹤0.01% 2181
2019
Q3 		$2.33M Buy
26,546
+16,336
+160% +$1.39M ﹤0.01% 2244
2019
Q2 		$812K Buy
+10,210
New +$809K ﹤0.01% 2800
2014
Q2 		– Sell
-18,378
Closed -$1.08M – 4571
2014
Q1 		$1.08M Sell
18,378
-32,162
-64% -$1.94M ﹤0.01% 2958
2013
Q4 		$3.04M Sell
50,540
-2,552
-5% -$161K ﹤0.01% 2123
2013
Q3 		$3.36M Buy
53,092
+32,672
+160% +$2.15M 0.01% 1965
2013
Q2 		$1.32M Buy
+20,420
New +$1.39M ﹤0.01% 2479

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VPM
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VCM
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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