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 		$449K Sell
6,600
-6,700
-50% -$470K ﹤0.01% 3396
2025
Q4 		$799K Sell
13,300
-34,500
-72% -$2.3M ﹤0.01% 2843
2025
Q3 		$3.17M Buy
47,800
+19,500
+69% +$1.28M ﹤0.01% 1876
2025
Q2 		$1.71M Sell
28,300
-10,900
-28% -$671K ﹤0.01% 2249
2025
Q1 		$2.42M Buy
39,200
+14,800
+61% +$876K ﹤0.01% 1869
2024
Q4 		$1.11M Sell
24,400
-28,700
-54% -$1.64M ﹤0.01% 2739
2024
Q3 		$3.04M Buy
53,100
+12,900
+32% +$765K ﹤0.01% 1911
2024
Q2 		$1.99M Buy
40,200
+16,800
+72% +$947K ﹤0.01% 2207
2024
Q1 		$935K Sell
23,400
-21,000
-47% -$1.26M ﹤0.01% 3192
2023
Q4 		$2.14M Buy
44,400
+36,845
+488% +$2.12M ﹤0.01% 2300
2023
Q3 		$400K Sell
7,555
-47,273
-86% -$3.03M ﹤0.01% 3638
2023
Q2 		$3.63M Buy
54,828
+45,945
+517% +$3.19M ﹤0.01% 1531
2023
Q1 		$673K Sell
8,883
-4,901
-36% -$391K ﹤0.01% 2969
2022
Q4 		$1.05M Sell
13,784
-10,312
-43% -$775K ﹤0.01% 2414
2022
Q3 		$1.65M Buy
24,096
+11,129
+86% +$911K ﹤0.01% 2135
2022
Q2 		$1.05M Sell
12,967
-7,045
-35% -$568K ﹤0.01% 2566
2022
Q1 		$1.58M Buy
20,012
+13,784
+221% +$1.06M ﹤0.01% 2348
2021
Q4 		$500K Sell
6,228
-11,640
-65% -$891K ﹤0.01% 3812
2021
Q3 		$1.31M Buy
17,868
+103
+0.6% +$7.84K ﹤0.01% 2716
2021
Q2 		$1.3M Buy
17,765
+17,412
+4,933% +$1.27M ﹤0.01% 2755
2021
Q1 		$2.45M Sell
353
-168
-32% -$11.3K ﹤0.01% 1404
2020
Q4 		$3.6M Sell
521
-18
-3% -$1.2K ﹤0.01% 1240
2020
Q3 		$3.44M Sell
539
-179
-25% -$12.1K ﹤0.01% 1111
2020
Q2 		$4.75M Buy
718
+637
+786% +$39.6K 0.01% 879
2020
Q1 		$458K Sell
81
-60
-43% -$4.55K ﹤0.01% 2692
2019
Q4 		$1.1M Sell
141
-6
-4% -$503 ﹤0.01% 2003
2019
Q3 		$1.29M Buy
147
+135
+1,125% +$11.5K ﹤0.01% 1708
2019
Q2 		$97K Sell
12
-4
-25% -$317 ﹤0.01% 4223
2019
Q1 		$125K Sell
16
-9
-36% -$648 ﹤0.01% 4110
2018
Q4 		$156K Sell
25
-11
-31% -$716 ﹤0.01% 3413
2018
Q3 		$225K Buy
36
+11
+44% +$708 ﹤0.01% 3522
2018
Q2 		$159K Buy
25
+13
+108% +$824 ﹤0.01% 3757
2018
Q1 		$1K Buy
+12
New +$739 ﹤0.01% 5823
2017
Q3 		– Sell
-32
Closed -$1K – 6750
2017
Q2 		$1K Sell
32
-10
-24% -$632 ﹤0.01% 5776
2017
Q1 		$2K Sell
42
-17
-29% -$1.03K ﹤0.01% 5364
2016
Q4 		$25K Sell
59
-50
-46% -$2.92K ﹤0.01% 2838
2016
Q3 		$23K Buy
109
+31
+40% +$2.07K ﹤0.01% 2848
2016
Q2 		$1K Buy
78
+10
+15% +$628 ﹤0.01% 5480
2016
Q1 		$5K Buy
68
+45
+196% +$2.56K ﹤0.01% 4134
2015
Q4 		$6K Sell
23
-29
-56% -$1.74K ﹤0.01% 3778
2015
Q3 		$11K Sell
52
-16
-24% -$931 ﹤0.01% 3361
2015
Q2 		$20K Buy
+68
New +$4.25K ﹤0.01% 2472

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.