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PEAK6 Investments’s W.P. Carey WPC Stock Holding History

PEAK6 Investments’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
2024
Q3 		$364K Buy
5,840
+2,467
+73% +$146K ﹤0.01% 2494
2024
Q2 		$186K Buy
+3,373
New +$190K ﹤0.01% 2794
2023
Q4 		– Sell
-27,593
Closed -$1.59M – 4921
2023
Q3 		$1.46M Buy
27,593
+22,144
+406% +$1.42M 0.01% 1559
2023
Q2 		$361K Sell
5,449
-8,927
-62% -$621K ﹤0.01% 2453
2023
Q1 		$1.09M Buy
+14,376
New +$1.15M 0.01% 1770
2022
Q4 		– Sell
-34,187
Closed -$2.57M – 5304
2022
Q3 		$2.34M Buy
34,187
+28,738
+527% +$2.35M 0.01% 1422
2022
Q2 		$361K Buy
+5,449
New +$440K ﹤0.01% 4175
2021
Q3 		– Sell
-68
Closed -$5.18K – 5892
2021
Q2 		$5K Buy
+68
New +$4.98K ﹤0.01% 4864
2021
Q1 		– Sell
-13,880
Closed -$930K – 5614
2020
Q4 		$960K Sell
13,880
-8,421
-38% -$562K ﹤0.01% 2524
2020
Q3 		$1.42M Buy
+22,301
New +$1.5M ﹤0.01% 1963
2020
Q2 		– Sell
-484
Closed -$30.1K – 4890
2020
Q1 		$28K Buy
484
+161
+50% +$12.2K ﹤0.01% 3732
2019
Q4 		$25K Buy
+323
New +$27.1K ﹤0.01% 3145

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PEAK6 Investments's WPC Position: Q3 2024 in Review

PEAK6 Investments increased its W.P. Carey (WPC) stake by 73% in Q3 2024, buying an estimated $146K and bringing the position to 5,840 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

PEAK6 Investments first reported a position in WPC in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.34M in Q3 2022. 801 funds tracked by Wall St. Rank hold WPC as of Q3 2024.

  • PEAK6 Investments held 5,840 shares of W.P. Carey worth $364K as of Q3 2024.
  • PEAK6 Investments bought 2,467 W.P. Carey shares in Q3 2024, an estimated $146K.
  • W.P. Carey made up ﹤0.01% of PEAK6 Investments's portfolio in Q3 2024, its #2494 holding.
  • PEAK6 Investments first reported a position in W.P. Carey in Q4 2019 and has held it in 12 quarters since.
  • PEAK6 Investments's W.P. Carey position peaked at $2.34M in Q3 2022.
  • 801 funds tracked by Wall St. Rank held W.P. Carey as of Q3 2024.

Based on PEAK6 Investments's 13F filing for Q3 2024, filed 14 Nov 2024.