WPC
W. P. Carey Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2019 | 28Q | $58 | $74 | +27% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $51 | $74 | +44% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $51 | $74 | +44% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $51 | $74 | +44% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $51 | $74 | +44% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $51 | $74 | +44% |
| Renaissance Technologies | Q2 2025(8Q snapshot) | 4Q | $57 | $74 | +30% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $73 | -0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at W. P. Carey Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 7, 2026 — the most recent Form 4 on file — not from today.
- Form 40001025378-26-000080May 7, 2026
- Form 40001025378-26-000070Apr 2, 2026
- Form 40001025378-26-000047Feb 18, 2026
- Form 40001025378-26-000046Feb 18, 2026
- Form 40001025378-26-000045Feb 18, 2026
- Form 40001025378-26-000043Feb 18, 2026
- Form 40001025378-26-000042Feb 18, 2026
- Form 40001025378-26-000031Feb 10, 2026
- Form 40001025378-26-000030Feb 10, 2026
- Form 40001025378-26-000029Feb 10, 2026
- Form 40001025378-26-000028Feb 10, 2026
- Form 40001025378-26-000027Feb 10, 2026
- Form 40001025378-26-000017Jan 23, 2026
- Form 40001025378-26-000016Jan 23, 2026
- Form 40001025378-26-000015Jan 23, 2026
Fundamentals
XBRL · W. P. Carey Inc.Annual figures sourced directly from W. P. Carey Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for W. P. Carey Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 12, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KMaterial eventApr 28, 2026
- 8-KMaterial eventMar 31, 2026
- DEF 14AProxy statementMar 27, 2026
- 8-KFORM 8-KFeb 24, 2026
- 8-KFORM 8-KFeb 19, 2026
- 8-KFORM 8-KFeb 13, 2026
- 10-KAnnual reportFeb 11, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventJan 7, 2026
- 8-KMaterial eventDec 12, 2025
- 10-QQuarterly reportOct 29, 2025
- 8-KMaterial eventOct 28, 2025
- 8-KMaterial eventSep 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | open | $73 | $74 | +1% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $73 | $73 | -0% |
| Bridgewater Associates | Q1 2026 | open | $73 | $74 | +1% |
| Bridgewater Associates | Q3 2025 | Q4 2025 | $63 | $66 | +4% |
| Renaissance Technologies | Q2 2025 | open | $57 | $74 | +30% |
| Citadel Advisors | Q3 2024 | Q4 2025 | $51 | $66 | +28% |
| Two Sigma Investments | Q3 2024 | open | $51 | $74 | +44% |
| D.E. Shaw | Q3 2024 | open | $51 | $74 | +44% |
| AQR Capital Management | Q3 2024 | open | $51 | $74 | +44% |
| Millennium Management | Q3 2024 | open | $51 | $74 | +44% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $51 | $50 | -2% |
| Bridgewater Associates | Q2 2023 | Q2 2024 | $59 | $53 | -10% |
| Bridgewater Associates | Q2 2021 | Q4 2021 | $54 | $59 | +8% |
| Bridgewater Associates | Q3 2019 | Q4 2019 | $58 | $57 | -2% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.