Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

WPC

W. P. Carey Inc.Real EstateMkt Cap $15.8B

Distillfolio Signals

2026-07-11

Score +0.2337

2026-04-10 → 2026-07-10

Analyst

Insider

BullishNeutralBearish

1 month

-4.3%

2 months

-2.0%

3 months

+1.4%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 26 funds

CITADEL ADVISORS LLC
$5.1M → $100.0M
+$94.9M
D. E. Shaw & Co., Inc.
$309K → $35.3M
+$34.9M
MILLENNIUM MANAGEMENT LLC
$3.5M → $35.7M
+$32.2M
TWO SIGMA INVESTMENTS, LP
$26.9M → $54.5M
+$27.6M
Qube Research & Technologies Ltd
$6.4M → $23.6M
+$17.2M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 61 managers

VANGUARD GROUP INC
$2.0B → exited
-$2.0B
BlackRock, Inc.
$1.8B → $2.0B
+$221.2M
Nuveen, LLC
$36.6M → $144.5M
+$107.9M
Invesco Ltd.
$251.3M → $305.3M
+$54.0M
GEODE CAPITAL MANAGEMENT, LLC
$307.9M → $333.2M
+$25.3M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 48 institutions

NORGES BANK
Bank
$184.0M → exited
-$184.0M
STATE STREET CORP
Bank
$799.5M → $849.7M
+$50.2M
UBS Group AG
Bank
$90.0M → $113.2M
+$23.2M
GOLDMAN SACHS GROUP INC
Bank
$19.8M → $39.3M
+$19.5M
JPMORGAN CHASE & CO
Bank
$212.3M → $228.1M
+$15.8M

Analyst Ratings

2026-06-18 · 60d ·2 Bullish1 Bearish2 Neutral

Neutral
Scotiabank
2026-06-18
Sector Perform
Bullish
BMO Capital
2026-06-18
Outperform
Neutral
B of A Securities
2026-06-16
Neutral
Bullish
Wells Fargo
2026-06-01
Overweight
Bearish
Barclays
2026-05-19
Underweight

Price Momentum

2025-07-10 → 2026-07-10

1 month
from 2026-06-10
-4.3%
3 months
from 2026-04-10
+1.4%
6 months
from 2026-01-08
+9.1%
9 months
from 2025-10-08
+11.0%
12 months
from 2025-07-10
+21.1%

Short Interest

2026-04-15 → 2026-06-15 · 5 periods

2026-06-15
10.07M shares short
6.81d
-0.25d
2026-05-29
10.44M shares short
7.06d
-1.39d
2026-05-15
9.92M shares short
8.46d
+1.09d
2026-04-30
9.34M shares short
7.36d
+0.76d
2026-04-15
8.61M shares short
6.61d

Insider Transactions

2026-05-06 · 1 most recent transactions

SellOfficer
Zander Brian H
2026-05-06
$32K

Congressional Trades

2026-01-12 · 1 most recent transactions

Buysenate
Gary C Peters
2026-01-12
$15K–$50K

ARK Holdings

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Not held by any ARK ETF