Current Value of Holding

$19.1M

Shares

292k

% of Portfolio

0.03%

Average Buy Price

$68.1

Avg closing price
Price range

41 Jim Simons W. P. Carey Trades

Jim Simons acquired 292k W. P. Carey shares worth $19.1M. That's 0.03% of their equity portfolio (672nd largest holding). The first W. P. Carey trade was made in Q2 2013. Since then Jim Simons bought shares nineteen more times and sold shares on 21 occasions. The investor's estimated purchase price is $19.9M, resulting in a loss of 4.0%.

Avg closing price
Price range
Increased shares by 309.8% (+221k shares) Q2 2026
Avg closing price $73.13
Price range $69.39 - $76.71
Sold 56.5% shares (-92.7k shares) Q1 2026
Avg closing price $69.90
Price range $64.09 - $74.63
Sold 11.7% shares (-21.8k shares) Q4 2025
Avg closing price $66.61
Price range $64.17 - $69.20
Increased shares by 51.1% (+62.8k shares) Q3 2025
Avg closing price $65.45
Price range $61.29 - $68.70
Increased shares by 125.7% (+68.5k shares) Q2 2025
Avg closing price $61.63
Price range $56.12 - $64.53
New holding (+54.5k shares) Q1 2025
Avg closing price $59.06
Price range $53.50 - $65.05
Sold -7.2k shares Q3 2023
Avg closing price $65.40
Price range $54.08 - $73.02
Sold 96.4% shares (-192k shares) Q2 2023
Avg closing price $70.98
Price range $66.29 - $76.27
Sold 28.2% shares (-78.2k shares) Q1 2023
Avg closing price $81.35
Price range $75.21 - $85.55
Increased shares by 0.7% (+1.9k shares) Q4 2022
Avg closing price $76.69
Price range $68.46 - $81.92
Sold 27.0% shares (-102k shares) Q3 2022
Avg closing price $83.57
Price range $68.77 - $89.30
Increased shares by 54.7% (+133k shares) Q2 2022
Avg closing price $82.39
Price range $76.00 - $86.57
Sold 23.6% shares (-75.5k shares) Q1 2022
Avg closing price $78.32
Price range $74.37 - $83.52
Increased shares by 8087.2% (+315k shares) Q4 2021
Avg closing price $78.15
Price range $74.14 - $83.05
Sold 92.4% shares (-47.1k shares) Q3 2021
Avg closing price $77.72
Price range $73.04 - $80.69
Sold 89.4% shares (-431k shares) Q2 2021
Avg closing price $74.73
Price range $70.57 - $78.29
New holding (+482k shares) Q1 2021
Avg closing price $68.44
Price range $66.32 - $71.74
Sold -123k shares Q4 2020
Avg closing price $68.19
Price range $61.58 - $71.75
New holding (+123k shares) Q3 2020
Avg closing price $68.80
Price range $63.15 - $73.44
Sold -17.9k shares Q1 2020
Avg closing price $77.44
Price range $43.86 - $88.27

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