Ray Dalio’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Buy |
+4,429
| New | +$276K | ﹤0.01% | 564 |
|
|
2024
Q1 | – | Sell |
-22,329
| Closed | -$1.45M | – | 806 |
|
|
2023
Q4 | $1.45M | Buy |
22,329
+9,358
| +72% | +$606K | 0.01% | 575 |
|
|
2023
Q3 | $687K | Sell |
12,971
-14,301
| -52% | -$757K | ﹤0.01% | 658 |
|
|
2023
Q2 | $1.8M | Buy |
27,272
+19,699
| +260% | +$1.3M | 0.01% | 486 |
|
|
2023
Q1 | $574K | Buy |
+7,573
| New | +$574K | ﹤0.01% | 633 |
|
|
2021
Q3 | – | Sell |
-6,747
| Closed | -$493K | – | 806 |
|
|
2021
Q2 | $493K | Sell |
6,747
-1,847
| -21% | -$135K | ﹤0.01% | 652 |
|
|
2021
Q1 | $596K | Buy |
+8,594
| New | +$596K | 0.01% | 357 |
|
|
2019
Q3 | – | Sell |
-10,406
| Closed | -$827K | – | 400 |
|
|
2019
Q2 | $827K | Buy |
+10,406
| New | +$827K | 0.01% | 244 |
|