Quantitative Investment Management’s W.P. Carey WPC Stock Holding History

Quantitative Investment Management’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
2021 Q4	–	Sell	-7,289	Closed	-$521K	–	477
2021 Q3	$521K	Sell	7,289 -4,782	-40%	-$364K	0.05%	272
2021 Q2	$882K	Buy	12,071 +2,071	+21%	+$152K	0.08%	218
2021 Q1	$693K	Sell	10,000 -11,063	-53%	-$742K	0.06%	289
2020 Q4	$1.46M	Buy	+21,063	New	+$1.41M	0.12%	192
2020 Q2	–	Sell	-15,682	Closed	-$892K	–	703
2020 Q1	$892K	Buy	+15,682	New	+$1.19M	0.1%	226

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Quantitative Investment Management's WPC Position: Q4 2021 in Review

Quantitative Investment Management sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 7,289 shares — an estimated $521K sold.

Quantitative Investment Management first reported a position in WPC in Q1 2020 and held it in 5 quarters. The position peaked at $1.46M in Q4 2020. 766 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Quantitative Investment Management reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Quantitative Investment Management sold 7,289 W.P. Carey shares in Q4 2021, an estimated $521K.
Quantitative Investment Management first reported a position in W.P. Carey in Q1 2020 and held it in 5 quarters.
Quantitative Investment Management's W.P. Carey position peaked at $1.46M in Q4 2020.
766 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Quantitative Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.