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Jeremy Grantham’s WPC Holdings & Trades

First Buy
Q2 2021
Duration Held
6 Quarters
Largest Add
Q2 2021
+63,200 Shares
Current Position
18,608 Shares
$1.2 M Value

Jeremy Grantham's WPC Position Overview

Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 18,608 shares of W. P. Carey Inc. (WPC) worth $1.2 M, representing 0.00% of the portfolio. First purchased in 2021-Q2, this short-term holding has been held for 6 quarters.

Based on 13F filings, Jeremy Grantham has maintained this position in WPC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 11,271 shares. Largest reduction occurred in Q3 2021, reducing 63,200 shares.

Analysis based on 13F filings available since 2013 Q2

Jeremy Grantham's W P Carey (WPC) Holding Value Over Time

Track share changes against reported price movement

Quarterly W P Carey (WPC) Trades by Jeremy Grantham

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +737 Add 4.12% 18,608 $64.36
Q2 2025 +6,600 Add 58.56% 17,871 $62.38
Q1 2025 +11,271 New Buy 11,271 $63.11
Q3 2021 -63,200 Sold Out 0 $0.00
Q2 2021 +63,200 New Buy 63,200 $73.09

Jeremy Grantham's W P Carey Investment FAQs

Jeremy Grantham first purchased W. P. Carey Inc. (WPC) in Q2 2021, acquiring 63,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeremy Grantham has held W. P. Carey Inc. (WPC) for 6 quarters since Q2 2021.

Jeremy Grantham's largest addition to W. P. Carey Inc. (WPC) was in Q2 2021, adding 63,200 shares worth $4.62 M.

According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 18,608 shares of W. P. Carey Inc. (WPC), valued at approximately $1.2 M.

As of the Q4 2025 filing, W. P. Carey Inc. (WPC) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.

Jeremy Grantham's peak holding in W. P. Carey Inc. (WPC) was 63,200 shares, as reported at the end of Q2 2021.