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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
226
Robeco Institutional Asset Management
Netherlands
$1.57M 27,876 -1,064 -4%
HP
227
Hilltop Partners
Indiana
$1.55M 27,468 -1,068 -4%
MC
228
Moors & Cabot
Massachusetts
$1.54M 27,292 +201 +0.7%
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$1.52M 26,996 -363 -1%
William Blair & Company
230
William Blair & Company
Illinois
$1.52M 26,859 -22,072 -45%
BW
231
Bison Wealth
Georgia
$1.52M 26,847 +620 +2%
BCIM
232
British Columbia Investment Management
British Columbia, Canada
$1.47M 26,108 +1,480 +6%
Prudential Financial
233
Prudential Financial
New Jersey
$1.47M 25,979 -21,368 -45%
GAM
234
Griffin Asset Management
New York
$1.46M 25,810 +1,094 +4%
ABC
235
Associated Banc-Corp
Wisconsin
$1.4M 24,800 – –
IWC
236
Integrated Wealth Concepts
Massachusetts
$1.4M 24,749 -902 -4%
Stifel Financial
237
Stifel Financial
Missouri
$1.39M 24,591 -2,855 -10%
RPSA
238
Richard P. Slaughter Associates
Texas
$1.37M 24,244 +577 +2%
VPIM
239
Vanguard Personalized Indexing Management
California
$1.36M 24,156 +583 +2%
AQR Capital Management
240
AQR Capital Management
Connecticut
$1.36M 24,127 -24,575 -50%
AAA
241
Adams Asset Advisors
Texas
$1.36M 24,057 +1,784 +8%
KBC Group
242
KBC Group
Belgium
$1.33M 23,628 +3,486 +17%
Toronto Dominion Bank
243
Toronto Dominion Bank
Ontario, Canada
$1.29M 22,884 -27,856 -55%
HCA
244
Horan Capital Advisors
Ohio
$1.29M 22,808 -582 -2%
GI
245
GAMCO Investors
Connecticut
$1.28M 22,600 – –
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$1.23M 21,853 +634 +3%
HKAM
247
Horizon Kinetics Asset Management
New York
$1.23M 21,800 +2,000 +10%
Federated Hermes
248
Federated Hermes
Pennsylvania
$1.22M 21,556 -1,845 -8%
WWA
249
WCG Wealth Advisors
Nevada
$1.19M 21,150 +352 +2%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$1.19M 21,116 – –
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10
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