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W.P. Carey
WPC

Overview Fund Activity

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M

Top Buyers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$76.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
ORIO
3
Old Republic International (ORI)
Illinois
$39M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$30.3M
5
State Street
5
State Street
Massachusetts
$554M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.81M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$238K
3
BlackRock
3
BlackRock
New York
$1B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.34M
5
FP
5
Foundry Partners
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Community Capital Management
Florida
$1.83M +$74.6K +1,021 +4%
SOAMC
227
Spirit of America Management Corp
New York
$1.81M – – –
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$1.81M +$149K +2,045 +9%
MC
229
Moors & Cabot
Massachusetts
$1.8M +$61.5K +842 +4%
WBC
230
Westpac Banking Corp
Australia
$1.78M – – –
KFS
231
Kelly Financial Services
Massachusetts
$1.78M +$1.76M +134,083 +7,363%
HCA
232
Horan Capital Advisors
Ohio
$1.77M +$51.7K +707 +3%
PS
233
Pensionfund Sabic
Netherlands
$1.77M +$97.1K +1,328 +6%
MIAN
234
Mariner Independent Advisor Network
Kansas
$1.71M +$88.1K +1,206 +5%
CRC
235
Curi RMB Capital
Illinois
$1.71M – – –
Allianz Asset Management
236
Allianz Asset Management
Germany
$1.66M +$1.66M +22,684 New
CSS
237
Cubist Systematic Strategies
Connecticut
$1.61M -$5.2M -71,130 -76%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$1.58M – – –
RIM
239
Redpoint Investment Management
Australia
$1.52M – – –
TC
240
Truvestments Capital
Florida
$1.52M +$381K +5,214 +33%
AB
241
Amalgamated Bank
New York
$1.52M +$970K +13,266 +176%
VWA
242
V Wealth Advisors
Kansas
$1.52M +$61.6K +843 +4%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$1.52M +$51.6K +706 +4%
BCI
244
Brinker Capital Investments
Pennsylvania
$1.5M +$199K +2,702 +15%
CF
245
Centaurus Financial
California
$1.47M +$348K +4,763 +31%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$1.46M – – –
Fuller & Thaler Asset Management
247
Fuller & Thaler Asset Management
California
$1.44M +$599K +8,198 +72%
GAM
248
Griffin Asset Management
New York
$1.44M +$3.44K +47 +0.2%
BA
249
Bennicas & Associates
California
$1.43M – – –
IAA
250
Independent Advisor Alliance
North Carolina
$1.41M +$91.3K +1,249 +7%
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