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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 		$12.5K Sell
200
-1,100
-85% -$65.2K ﹤0.01% 3231
2024
Q2 		$71.6K Sell
1,300
-6,800
-84% -$383K ﹤0.01% 3104
2024
Q1 		$457K Sell
8,100
-31,200
-79% -$1.87M ﹤0.01% 2505
2023
Q4 		$2.55M Buy
39,300
+2,952
+8% +$170K 0.01% 1320
2023
Q3 		$1.93M Sell
36,348
-35,122
-49% -$2.25M 0.01% 1357
2023
Q2 		$4.73M Buy
71,470
+13,988
+24% +$972K 0.02% 675
2023
Q1 		$4.36M Buy
57,482
+2,348
+4% +$187K 0.02% 783
2022
Q4 		$4.22M Buy
55,134
+16,744
+44% +$1.26M 0.02% 815
2022
Q3 		$2.62M Sell
38,390
-84,947
-69% -$6.95M 0.01% 1326
2022
Q2 		$8.94M Buy
123,337
+86,275
+233% +$6.96M 0.02% 926
2022
Q1 		$2.93M Buy
+37,062
New +$2.84M 0.01% 1525
2021
Q4 		– Sell
-8,372
Closed -$599K – 5888
2021
Q3 		$599K Sell
8,372
-102
-1% -$7.76K ﹤0.01% 3076
2021
Q2 		$619K Sell
8,474
-141,000
-94% -$10.3M ﹤0.01% 3035
2021
Q1 		$10.4M Buy
149,474
+128,237
+604% +$8.6M 0.03% 620
2020
Q4 		$1.47M Sell
21,237
-41,146
-66% -$2.75M ﹤0.01% 2120
2020
Q3 		$3.98M Buy
62,383
+51,050
+450% +$3.44M 0.01% 1122
2020
Q2 		$751K Buy
11,333
+8,270
+270% +$514K ﹤0.01% 2336
2020
Q1 		$174K Sell
3,063
-1,532
-33% -$116K ﹤0.01% 2962
2019
Q4 		$360K Sell
4,595
-2,858
-38% -$239K ﹤0.01% 2176
2019
Q3 		$653K Sell
7,453
-94,647
-93% -$8.06M ﹤0.01% 2072
2019
Q2 		$8.12M Buy
102,100
+66,569
+187% +$5.27M 0.05% 447
2019
Q1 		$2.73M Sell
35,531
-28,996
-45% -$2.09M 0.02% 1082
2018
Q4 		$4.13M Sell
64,527
-7,249
-10% -$472K 0.03% 750
2018
Q3 		$4.52M Buy
+71,776
New +$4.62M 0.02% 852

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.