Simplex Trading
WPC icon

Simplex Trading’s W.P. Carey WPC Stock Holding History

Simplex Trading’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
2026
Q1 		$163K Sell
2,400
-76,600
-97% -$5.37M ﹤0.01% 4544
2025
Q4 		$5.07M Buy
79,000
+7,800
+11% +$519K ﹤0.01% 1252
2025
Q3 		$4.79M Buy
71,200
+38,200
+116% +$2.5M ﹤0.01% 1498
2025
Q2 		$2.04M Sell
33,000
-8,800
-21% -$542K ﹤0.01% 2088
2025
Q1 		$2.62M Sell
41,800
-10,700
-20% -$633K ﹤0.01% 1783
2024
Q4 		$2.57M Buy
52,500
+18,100
+53% +$1.03M ﹤0.01% 1988
2024
Q3 		$1.84M Buy
34,400
+2,700
+9% +$160K ﹤0.01% 2344
2024
Q2 		$1.46M Sell
31,700
-66,800
-68% -$3.76M ﹤0.01% 2520
2024
Q1 		$3.04M Sell
98,500
-69,100
-41% -$4.14M ﹤0.01% 2013
2023
Q4 		$762K Sell
167,600
-61,104
-27% -$3.52M ﹤0.01% 3293
2023
Q3 		$12.1M Buy
228,704
+4,288
+2% +$275K 0.01% 837
2023
Q2 		$14.8M Buy
224,416
+185,414
+475% +$12.9M 0.01% 696
2023
Q1 		$2.96M Buy
39,002
+18,480
+90% +$1.47M ﹤0.01% 1640
2022
Q4 		$1.57M Buy
20,522
+4,288
+26% +$322K ﹤0.01% 2055
2022
Q3 		$1.11M Sell
16,234
-6,636
-29% -$543K ﹤0.01% 2542
2022
Q2 		$1.86M Sell
22,870
-1,021
-4% -$82.4K ﹤0.01% 1960
2022
Q1 		$1.89M Buy
23,891
+16,642
+230% +$1.28M ﹤0.01% 2176
2021
Q4 		$582K Sell
7,249
-59,831
-89% -$4.58M ﹤0.01% 3599
2021
Q3 		$4.91M Buy
67,080
+102
+0.2% +$7.76K ﹤0.01% 1225
2021
Q2 		$4.89M Buy
66,978
+66,718
+25,661% +$4.88M ﹤0.01% 1209
2021
Q1 		$1.8M Buy
260
+230
+767% +$15.4K ﹤0.01% 1722
2020
Q4 		$204K Sell
30
-34
-53% -$2.27K ﹤0.01% 4574
2020
Q3 		$410K Sell
64
-32
-33% -$2.16K ﹤0.01% 3236
2020
Q2 		$635K Buy
96
+48
+100% +$2.98K ﹤0.01% 2635
2020
Q1 		$272K Buy
48
+5
+12% +$379 ﹤0.01% 3244
2019
Q4 		$336K Buy
43
+7
+19% +$587 ﹤0.01% 3156
2019
Q3 		$313K Buy
36
+14
+64% +$1.19K ﹤0.01% 3128
2019
Q2 		$178K Buy
22
+20
+1,000% +$1.58K ﹤0.01% 3586
2019
Q1 		$15K Sell
2
-94
-98% -$6.77K ﹤0.01% 5908
2018
Q4 		$614K Buy
96
+75
+357% +$4.88K ﹤0.01% 2041
2018
Q3 		$135K Buy
21
+9
+75% +$579 ﹤0.01% 4104
2018
Q2 		$79K Sell
12
-15
-56% -$951 ﹤0.01% 4557
2018
Q1 		$2K Sell
27
-10
-27% -$615 ﹤0.01% 5370
2017
Q4 		$1K Buy
+37
New +$2.53K ﹤0.01% 5661
2017
Q3 		– Sell
-129
Closed -$9K – 6749
2017
Q2 		$9K Buy
129
+58
+82% +$3.67K ﹤0.01% 4093
2017
Q1 		$6K Buy
+71
New +$4.31K ﹤0.01% 4484
2016
Q4 		– Sell
-49
Closed -$2K – 6624
2016
Q3 		$2K Sell
49
-39
-44% -$2.6K ﹤0.01% 5074
2016
Q2 		$28K Sell
88
-3
-3% -$188 ﹤0.01% 2596
2016
Q1 		$7K Buy
+91
New +$5.17K ﹤0.01% 3836
2015
Q1 		– Sell
-11
Closed -$3K – 5684
2014
Q4 		$3K Buy
+11
New +$727 ﹤0.01% 3550

Other funds holding WPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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.