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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
Resolution Capital
Australia
$31.8M
2
ZIM
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
Capital World Investors
California
$202M
4
Barclays
Barclays
United Kingdom
$31.6M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Ascent Group
Virginia
$2.42M +$217K +2,863 +10%
SIA
227
SeaBridge Investment Advisors
New Jersey
$2.41M -$118K -1,555 -5%
VI
228
Vestcor Inc
New Brunswick, Canada
$2.41M +$737K +9,717 +44%
M&T Bank
229
M&T Bank
New York
$2.37M +$102K +1,347 +5%
SOAMC
230
Spirit of America Management Corp
New York
$2.36M -$80.6K -1,062 -3%
II
231
Inspire Investing
Idaho
$2.35M +$265K +3,494 +13%
DnB Asset Management
232
DnB Asset Management
Norway
$2.33M +$100K +1,319 +4%
SWA
233
Stratos Wealth Advisors
Ohio
$2.28M +$239K +3,155 +12%
PFA
234
Pathway Financial Advisers
Indiana
$2.27M +$149K +1,961 +7%
US Bancorp
235
US Bancorp
Minnesota
$2.24M +$61.1K +805 +3%
TC
236
Truvestments Capital
Florida
$2.24M +$183K +2,417 +9%
VOYA Investment Management
237
VOYA Investment Management
Georgia
$2.22M +$61.4K +810 +3%
WSTAM
238
Wilbanks Smith & Thomas Asset Management
Virginia
$2.18M +$185K +2,436 +9%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$2.17M +$384K +5,063 +21%
IWC
240
Integrated Wealth Concepts
Massachusetts
$2.17M +$829K +10,923 +62%
EM
241
Excalibur Management
Massachusetts
$2.13M -$49.2K -648 -2%
SG Americas Securities
242
SG Americas Securities
New York
$2.13M -$563K -7,426 -21%
GIBU
243
Gulf International Bank (UK)
United Kingdom
$2.11M -$401K -5,284 -16%
AQR Capital Management
244
AQR Capital Management
Connecticut
$2.11M -$1.72M -22,800 -45%
MAM
245
Morse Asset Management
Connecticut
$2.11M +$2.73K +36 +0.1%
RSWM
246
Robertson Stephens Wealth Management
California
$2.07M -$21.5K -280 -1%
HA
247
Herold Advisors
New York
$2.07M -$144K -1,901 -7%
MC
248
Moors & Cabot
Massachusetts
$2.05M -$6.14K -81 -0.3%
BW
249
Bison Wealth
Georgia
$2.02M -$46.9K -668 -2%
FC
250
FORA Capital
Florida
$2.02M +$2.02M +26,620 New
8 9
10
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