WPC icon

W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAG
226
Investmark Advisory Group
Connecticut
$2.2M 32,557 +839 +3%
HP
227
Hilltop Partners
Indiana
$2.14M 31,711 -4,680 -13%
BRWA
228
B. Riley Wealth Advisors
Florida
$2.14M 31,203 -5,661 -15%
SFS
229
Sowell Financial Services
Arkansas
$2.13M 31,104 +28,101 +936%
M&T Bank
230
M&T Bank
New York
$2.13M 31,447 +851 +3%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$2.11M 31,292 -4,107 -12%
BPCE
232
Bank Pictet & Cie (Europe)
Germany
$2.11M 31,158 +31,158 New
SIA
233
SeaBridge Investment Advisors
New Jersey
$2.07M 30,696 -469 -2%
GWM
234
Geneos Wealth Management
Colorado
$2.07M 30,583 +6,584 +27%
TC
235
Truvestments Capital
Florida
$2.04M 30,268 +1,320 +5%
II
236
Inspire Investing
Idaho
$2.03M 30,001 -294 -1%
SOAMC
237
Spirit of America Management Corp
New York
$2.02M 29,950 -500 -2%
FC
238
FORA Capital
Florida
$2.01M 29,779 +3,707 +14%
P
239
Paradiem
Louisiana
$2.01M 29,717 -4,179 -12%
BW
240
Bison Wealth
Georgia
$1.99M 29,514 +1,312 +5%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$1.96M 28,961 +4,290 +17%
US Bancorp
242
US Bancorp
Minnesota
$1.94M 28,646 -302 -1%
WAP
243
Wealthcare Advisory Partners
Pennsylvania
$1.93M 28,502 +426 +2%
IWC
244
Integrated Wealth Concepts
Massachusetts
$1.92M 28,427 +458 +2%
SWA
245
Stratos Wealth Advisors
Ohio
$1.92M 28,382 -1,073 -4%
EM
246
Excalibur Management
Massachusetts
$1.87M 27,618 +65 +0.2%
GAM
247
Griffin Asset Management
New York
$1.84M 27,307 +2,028 +8%
KBC Group
248
KBC Group
Belgium
$1.82M 26,965 -18,566 -41%
HA
249
Herold Advisors
New York
$1.81M 26,764 +85 +0.3%
BA
250
Bridgewater Associates
Connecticut
$1.8M 26,711 +19,294 +260%
8 9
10
11 12