Jim Simons’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.85M | Sell |
71,300
-92,700
| -57% | -$6.5M | 0.01% | 1401 |
|
|
2025
Q4 | $10.6M | Sell |
164,000
-21,800
| -12% | -$1.45M | 0.02% | 890 |
|
|
2025
Q3 | $12.6M | Buy |
185,800
+62,800
| +51% | +$4.11M | 0.02% | 976 |
|
|
2025
Q2 | $7.67M | Buy |
123,000
+68,500
| +126% | +$4.22M | 0.01% | 1245 |
|
|
2025
Q1 | $3.44M | Buy |
+54,500
| New | +$3.23M | 0.01% | 1658 |
|
|
2023
Q3 | – | Sell |
-7,351
| Closed | -$486K | – | 4166 |
|
|
2023
Q2 | $486K | Sell |
7,351
-195,930
| -96% | -$13.6M | ﹤0.01% | 2882 |
|
|
2023
Q1 | $15.4M | Sell |
203,281
-79,837
| -28% | -$6.36M | 0.02% | 864 |
|
|
2022
Q4 | $21.7M | Buy |
283,118
+1,935
| +0.7% | +$145K | 0.03% | 669 |
|
|
2022
Q3 | $19.2M | Sell |
281,183
-103,938
| -27% | -$8.51M | 0.03% | 693 |
|
|
2022
Q2 | $31.3M | Buy |
385,121
+136,201
| +55% | +$11M | 0.04% | 520 |
|
|
2022
Q1 | $19.7M | Sell |
248,920
-77,085
| -24% | -$5.91M | 0.02% | 764 |
|
|
2021
Q4 | $26.2M | Buy |
326,005
+322,023
| +8,087% | +$24.6M | 0.03% | 581 |
|
|
2021
Q3 | $285K | Sell |
3,982
-48,089
| -92% | -$3.66M | ﹤0.01% | 3098 |
|
|
2021
Q2 | $3.81M | Sell |
52,071
-440,255
| -89% | -$32.2M | ﹤0.01% | 1804 |
|
|
2021
Q1 | $34.1M | Buy |
+492,326
| New | +$33M | 0.04% | 503 |
|
|
2020
Q4 | – | Sell |
-125,889
| Closed | -$8.03M | – | 3760 |
|
|
2020
Q3 | $8.03M | Buy |
+125,889
| New | +$8.48M | 0.01% | 1287 |
|
|
2020
Q1 | – | Sell |
-18,252
| Closed | -$1.43M | – | 3858 |
|
|
2019
Q4 | $1.43M | Buy |
+18,252
| New | +$1.53M | ﹤0.01% | 2470 |
|
|
2019
Q3 | – | Sell |
-52,888
| Closed | -$4.21M | – | 3745 |
|
|
2019
Q2 | $4.21M | Sell |
52,888
-99,956
| -65% | -$7.92M | ﹤0.01% | 1905 |
|
|
2019
Q1 | $11.7M | Buy |
152,844
+71,164
| +87% | +$5.13M | 0.01% | 1277 |
|
|
2018
Q4 | $5.23M | Buy |
+81,680
| New | +$5.32M | 0.01% | 1699 |
|
|
2018
Q3 | – | Sell |
-28,486
| Closed | -$1.85M | – | 3595 |
|
|
2018
Q2 | $1.85M | Sell |
28,486
-99,445
| -78% | -$6.3M | ﹤0.01% | 2300 |
|
|
2018
Q1 | $7.77M | Buy |
127,931
+91,685
| +253% | +$5.64M | 0.01% | 1534 |
|
|
2017
Q4 | $2.45M | Buy |
+36,246
| New | +$2.48M | ﹤0.01% | 2225 |
|
|
2017
Q1 | – | Sell |
-133,126
| Closed | -$7.71M | – | 3434 |
|
|
2016
Q4 | $7.71M | Buy |
133,126
+31,639
| +31% | +$1.85M | 0.01% | 1401 |
|
|
2016
Q3 | $6.41M | Buy |
101,487
+40,125
| +65% | +$2.68M | 0.01% | 1436 |
|
|
2016
Q2 | $4.17M | Sell |
61,362
-203,588
| -77% | -$12.8M | 0.01% | 1717 |
|
|
2016
Q1 | $16.2M | Buy |
+264,950
| New | +$15M | 0.03% | 798 |
|
|
2015
Q3 | – | Sell |
-87,296
| Closed | -$5.04M | – | 3388 |
|
|
2015
Q2 | $5.04M | Buy |
+87,296
| New | +$5.46M | 0.01% | 1428 |
|
|
2014
Q2 | – | Sell |
-15,352
| Closed | -$903K | – | 2997 |
|
|
2014
Q1 | $903K | Buy |
+15,352
| New | +$927K | ﹤0.01% | 2125 |
|
|
2013
Q4 | – | Sell |
-13,950
| Closed | -$884K | – | 3048 |
|
|
2013
Q3 | $884K | Sell |
13,950
-235,582
| -94% | -$15.5M | ﹤0.01% | 2066 |
|
|
2013
Q2 | $16.2M | Buy |
+249,532
| New | +$16.9M | 0.04% | 532 |
|
Other funds holding WPC
VPM
VCM
Jim Simons's WPC Position: Q1 2026 in Review
Jim Simons reduced its W.P. Carey (WPC) stake by 57% in Q1 2026, selling an estimated $6.5M and leaving 71,300 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #1401.
Jim Simons first reported a position in WPC in Q2 2013 and has held it in 31 quarters since. The position peaked at $34.1M in Q1 2021. 868 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Jim Simons held 71,300 shares of W.P. Carey worth $4.85M as of Q1 2026.
- Jim Simons sold 92,700 W.P. Carey shares in Q1 2026, an estimated $6.5M.
- W.P. Carey made up 0.01% of Jim Simons's portfolio in Q1 2026, its #1401 holding.
- Jim Simons first reported a position in W.P. Carey in Q2 2013 and has held it in 31 quarters since.
- Jim Simons's W.P. Carey position peaked at $34.1M in Q1 2021.
- 868 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.