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W.P. Carey
WPC

Overview Fund Activity

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$108M
2
BlackRock
2
BlackRock
New York
$1.16B
3
State Street
3
State Street
Massachusetts
$679M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$52.1M
3
AAMU
3
APG Asset Management US
New York
$114M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$33.3M
5
Blackstone Inc
5
Blackstone Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAG
226
Investmark Advisory Group
Connecticut
$2.05M 24,968 +24,968 New
ABC
227
Associated Banc-Corp
Wisconsin
$2.04M 24,800 – –
SOAMC
228
Spirit of America Management Corp
New York
$1.99M 24,290 – –
MC
229
Moors & Cabot
Massachusetts
$1.99M 24,237 -558 -2%
HCA
230
Horan Capital Advisors
Ohio
$1.94M 23,631 -566 -2%
AQR Capital Management
231
AQR Capital Management
Connecticut
$1.94M 23,605 -1,088 -4%
Wellington Management Group
232
Wellington Management Group
Massachusetts
$1.89M 23,017 +189 +0.8%
MIAN
233
Mariner Independent Advisor Network
Kansas
$1.85M 22,751 -1,202 -5%
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$1.85M 22,543 -80,947 -78%
GCWM
235
Graham Capital Wealth Management
District of Columbia
$1.84M 23,044 +23,044 New
TC
236
Truvestments Capital
Florida
$1.84M 22,366 +230 +1%
PM
237
Phraction Management
Connecticut
$1.79M 21,861 +21,861 New
Schroder Investment Management Group
238
Schroder Investment Management Group
United Kingdom
$1.77M 21,512 +8,124 +61%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$1.76M 21,414 +639 +3%
AWA
240
Arete Wealth Advisors
Illinois
$1.75M 21,424 +1,277 +6%
BMA
241
Brooks Moore & Associates
Tennessee
$1.75M 21,345 +2,450 +13%
S
242
Seeyond
France
$1.73M 21,130 -40 -0.2%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$1.73M 21,116 – –
LMIM
244
Lockheed Martin Investment Management
Maryland
$1.72M 21,005 +21,005 New
VPIM
245
Vanguard Personalized Indexing Management
California
$1.72M 20,942 +13,582 +185%
CF
246
Centaurus Financial
California
$1.68M 20,492 +220 +1%
AI
247
Atria Investments
North Carolina
$1.62M 19,785 +3,159 +19%
YIH
248
Y-Intercept (HK)
Hong Kong
$1.62M 19,767 +19,767 New
M&T Bank
249
M&T Bank
New York
$1.61M 19,666 +3,217 +20%
Allspring Global Investments
250
Allspring Global Investments
North Carolina
$1.61M 19,634 +19,634 New
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