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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 		$2.03M Buy
32,600
+26,500
+434% +$1.57M ﹤0.01% 1497
2024
Q2 		$336K Buy
6,100
+6,000
+6,000% +$338K ﹤0.01% 2466
2024
Q1 		$5.64K Sell
100
-17,300
-99% -$1.04M ﹤0.01% 3780
2023
Q4 		$1.13M Sell
17,400
-58,460
-77% -$3.37M ﹤0.01% 1989
2023
Q3 		$4.02M Sell
75,860
-11,231
-13% -$719K 0.02% 859
2023
Q2 		$5.76M Buy
87,091
+29,098
+50% +$2.02M 0.03% 591
2023
Q1 		$4.4M Buy
57,993
+24,708
+74% +$1.97M 0.02% 777
2022
Q4 		$2.55M Sell
33,285
-122,724
-79% -$9.22M 0.01% 1150
2022
Q3 		$10.7M Buy
156,009
+20,522
+15% +$1.68M 0.04% 418
2022
Q2 		$9.69M Buy
135,487
+99,854
+280% +$8.06M 0.02% 875
2022
Q1 		$2.82M Buy
+35,633
New +$2.73M 0.01% 1557
2021
Q3 		– Sell
-26,750
Closed -$1.96M – 5893
2021
Q2 		$1.96M Sell
26,750
-25,832
-49% -$1.89M ﹤0.01% 1920
2021
Q1 		$3.64M Sell
52,582
-18,786
-26% -$1.26M 0.01% 1312
2020
Q4 		$4.93M Buy
71,368
+4,084
+6% +$273K 0.01% 1082
2020
Q3 		$4.29M Buy
67,284
+66,671
+10,876% +$4.49M 0.01% 1062
2020
Q2 		$41K Sell
613
-29,711
-98% -$1.85M ﹤0.01% 4066
2020
Q1 		$1.73M Buy
+30,324
New +$2.3M 0.01% 1124
2019
Q4 		– Sell
-1,021
Closed -$90K – 4162
2019
Q3 		$90K Sell
1,021
-14,702
-94% -$1.25M ﹤0.01% 3254
2019
Q2 		$1.25M Buy
15,723
+7,044
+81% +$558K 0.01% 1642
2019
Q1 		$666K Sell
8,679
-11,741
-57% -$846K ﹤0.01% 2164
2018
Q4 		$1.31M Hold
20,420
– – 0.01% 1540
2018
Q3 		$1.29M Buy
+20,420
New +$1.31M 0.01% 1794

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.