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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
BlackRock
New York
$1.17B
4
PI
PGGM Investments
Netherlands
$139M
5
State Street
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M
2
CIM
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
Goldman Sachs
New York
$30.4M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
226
DnB Asset Management
Norway
$2.25M -$61.1K -798 -3%
HA
227
Herold Advisors
New York
$2.23M +$1.15K +15 +0.1%
AG
228
Ascent Group
Virginia
$2.22M -$60.5K -790 -3%
EM
229
Excalibur Management
Massachusetts
$2.2M +$36.4K +475 +2%
US Bancorp
230
US Bancorp
Minnesota
$2.2M +$12.5K +163 +0.6%
Marshall Wace
231
Marshall Wace
United Kingdom
$2.18M +$1.3M +17,040 +149%
GWM
232
Geneos Wealth Management
Colorado
$2.18M +$65.7K +858 +3%
VOYA Investment Management
233
VOYA Investment Management
Georgia
$2.18M -$9.04M -118,097 -81%
GWA
234
Gibson Wealth Advisors
Texas
$2.14M +$2.11M +28,043 +6,204%
PFA
235
Pathway Financial Advisers
Indiana
$2.13M +$2.13M +27,897 New
MAM
236
Morse Asset Management
Connecticut
$2.13M +$25.4K +332 +1%
RSWM
237
Robertson Stephens Wealth Management
California
$2.11M +$2.11M +27,171 New
II
238
Inspire Investing
Idaho
$2.1M +$127K +1,656 +6%
TC
239
Truvestments Capital
Florida
$2.08M -$51.5K -673 -2%
MC
240
Moors & Cabot
Massachusetts
$2.07M -$2.45K -32 -0.1%
ProShare Advisors
241
ProShare Advisors
Maryland
$2.07M +$102K +1,327 +5%
PC
242
Prairiewood Capital
North Dakota
$2.07M +$228K +2,978 +12%
SWA
243
Stratos Wealth Advisors
Ohio
$2.06M -$67.3K -879 -3%
QT
244
Quantbot Technologies
New York
$2.04M +$1.96M +25,656 +2,656%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$2.01M +$79.5K +1,039 +4%
MCIA
246
Mountain Capital Investment Advisors
Colorado
$2.01M +$358K +4,550 +22%
Holocene Advisors
247
Holocene Advisors
New York
$1.99M +$172K +2,248 +9%
WA
248
Wealthstar Advisors
Texas
$1.98M -$27.9K -364 -1%
GAM
249
Griffin Asset Management
New York
$1.95M +$244K +3,191 +14%
ABC
250
Associated Banc-Corp
Wisconsin
$1.94M – – –
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