Jefferies Group's WPC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4,633 shares of W. P. Carey Inc. (WPC) worth $298,180, representing 0.00% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jefferies Group has maintained this position in WPC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 4,633 shares. Largest reduction occurred in Q2 2024, reducing 4,000 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's W P Carey (WPC) Holding Value Over Time
Track share changes against reported price movement
Quarterly W P Carey (WPC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +4,633 | New Buy | 4,633 | $64.36 |
| Q2 2024 | -4,000 | Sold Out | 0 | $0.00 |
| Q1 2024 | +4,000 | New Buy | 4,000 | $56.44 |
Jefferies Group's W P Carey Investment FAQs
Jefferies Group first purchased W. P. Carey Inc. (WPC) in Q1 2024, acquiring 4,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held W. P. Carey Inc. (WPC) for 3 quarters since Q1 2024.
Jefferies Group's largest addition to W. P. Carey Inc. (WPC) was in Q4 2025, adding 4,633 shares worth $298,180.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,633 shares of W. P. Carey Inc. (WPC), valued at approximately $298,180.
As of the Q4 2025 filing, W. P. Carey Inc. (WPC) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in W. P. Carey Inc. (WPC) was 4,633 shares, as reported at the end of Q4 2025.