Simplex Trading’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Buy |
+14,799
| New | +$1.04M | ﹤0.01% | 2496 |
|
|
2025
Q3 | – | Sell |
-7,650
| Closed | -$501K | – | 10212 |
|
|
2025
Q2 | $477K | Sell |
7,650
-936
| -11% | -$57.6K | ﹤0.01% | 3561 |
|
|
2025
Q1 | $541K | Buy |
+8,586
| New | +$508K | ﹤0.01% | 3321 |
|
|
2024
Q4 | – | Sell |
-37,155
| Closed | -$2.12M | – | 9770 |
|
|
2024
Q3 | $2.31M | Buy |
37,155
+12,290
| +49% | +$729K | ﹤0.01% | 2157 |
|
|
2024
Q2 | $1.37M | Buy |
+24,865
| New | +$1.4M | ﹤0.01% | 2588 |
|
|
2024
Q1 | – | Sell |
-59,991
| Closed | -$3.59M | – | 10039 |
|
|
2023
Q4 | $3.89M | Buy |
+59,991
| New | +$3.46M | ﹤0.01% | 1773 |
|
|
2023
Q3 | – | Sell |
-48,716
| Closed | -$3.12M | – | 9985 |
|
|
2023
Q2 | $3.22M | Buy |
+48,716
| New | +$3.39M | ﹤0.01% | 1602 |
|
|
2023
Q1 | – | Sell |
-4,260
| Closed | -$339K | – | 10267 |
|
|
2022
Q4 | $326K | Buy |
+4,260
| New | +$320K | ﹤0.01% | 3638 |
|
|
2022
Q3 | – | Sell |
-27,023
| Closed | -$2.21M | – | 11010 |
|
|
2022
Q2 | $2.19M | Buy |
27,023
+24,095
| +823% | +$1.94M | ﹤0.01% | 1776 |
|
|
2022
Q1 | $231K | Sell |
2,928
-16,820
| -85% | -$1.29M | ﹤0.01% | 4948 |
|
|
2021
Q4 | $1.59M | Buy |
19,748
+13,732
| +228% | +$1.05M | ﹤0.01% | 2295 |
|
|
2021
Q3 | $440K | Buy |
6,016
+1,725
| +40% | +$131K | ﹤0.01% | 4288 |
|
|
2021
Q2 | $313K | Sell |
4,291
-4,720
| -52% | -$345K | ﹤0.01% | 4910 |
|
|
2021
Q1 | $624K | Sell |
9,011
-11,792
| -57% | -$790K | ﹤0.01% | 3040 |
|
|
2020
Q4 | $1.44M | Buy |
+20,803
| New | +$1.39M | ﹤0.01% | 2127 |
|
|
2020
Q3 | – | Sell |
-16,687
| Closed | -$1.12M | – | 8631 |
|
|
2020
Q2 | $1.1M | Buy |
16,687
+8,485
| +103% | +$527K | ﹤0.01% | 2057 |
|
|
2020
Q1 | $466K | Buy |
+8,202
| New | +$622K | ﹤0.01% | 2672 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$1.09K | – | 8051 |
|
|
2019
Q3 | $1K | Buy |
+13
| New | +$1.11K | ﹤0.01% | 7088 |
|
|
2019
Q2 | – | Sell |
-971
| Closed | -$76.9K | – | 7886 |
|
|
2019
Q1 | $74K | Buy |
+971
| New | +$69.9K | ﹤0.01% | 4652 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$1.42K | – | 8163 |
|
|
2018
Q2 | $1K | Buy |
+22
| New | +$1.39K | ﹤0.01% | 7211 |
|
|
2017
Q1 | – | Sell |
-4,859
| Closed | -$295K | – | 6867 |
|
|
2016
Q4 | $281K | Buy |
4,859
+1,448
| +42% | +$84.7K | 0.02% | 840 |
|
|
2016
Q3 | $215K | Buy |
+3,411
| New | +$228K | 0.01% | 987 |
|
|
2016
Q2 | – | Sell |
-1,539
| Closed | -$96.6K | – | 6539 |
|
|
2016
Q1 | $93K | Buy |
+1,539
| New | +$87.4K | 0.01% | 1426 |
|
|
2015
Q4 | – | Sell |
-3,349
| Closed | -$201K | – | 6237 |
|
|
2015
Q3 | $189K | Buy |
3,349
+3,251
| +3,317% | +$189K | 0.01% | 950 |
|
|
2015
Q2 | $5K | Sell |
98
-2,893
| -97% | -$181K | ﹤0.01% | 3691 |
|
|
2015
Q1 | $199K | Buy |
2,991
+2,734
| +1,064% | +$188K | 0.02% | 729 |
|
|
2014
Q4 | $18K | Buy |
+257
| New | +$17K | ﹤0.01% | 2154 |
|
Other funds holding WPC
VPM
VCM
Simplex Trading's WPC Position: Q1 2026 in Review
Simplex Trading opened a new position in W.P. Carey (WPC) in Q1 2026: 14,799 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #2496 among its holdings. This is a return to the name: Simplex Trading previously reported a position in WPC as recently as Q2 2025.
Simplex Trading first reported a position in WPC in Q4 2014 and has held it in 27 quarters since. The position peaked at $3.89M in Q4 2023. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.
- Simplex Trading held 14,799 shares of W.P. Carey worth $1.01M as of Q1 2026.
- W.P. Carey was a new Simplex Trading position in Q1 2026.
- W.P. Carey made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #2496 holding.
- Simplex Trading first reported a position in W.P. Carey in Q4 2014 and has held it in 27 quarters since.
- Simplex Trading's W.P. Carey position peaked at $3.89M in Q4 2023.
- 865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.