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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WSCM
226
Wellington Shields Capital Management
New York
$1.96M 35,910 -11,217 -24%
URS
227
Utah Retirement Systems
Utah
$1.95M 35,876 – –
SFM
228
Signet Financial Management
New Jersey
$1.94M 35,644 +35,644 New
HKAM
229
Horizon Kinetics Asset Management
New York
$1.91M 35,150 +1,450 +4%
Stifel Financial
230
Stifel Financial
Missouri
$1.91M 35,139 +3,355 +11%
WCG
231
Weaver Consulting Group
California
$1.89M 34,777 -70 -0.2%
TAF
232
Tredje AP-fonden
Sweden
$1.85M 33,977 – –
PFA
233
Pathway Financial Advisers
Indiana
$1.84M 33,860 -492 -1%
IAG
234
Investmark Advisory Group
Connecticut
$1.8M 32,965 -1,460 -4%
US Bancorp
235
US Bancorp
Minnesota
$1.78M 32,764 +2,499 +8%
BFS
236
BridgePort Financial Solutions
Iowa
$1.77M 27,522 +27,522 New
PS
237
Presima Securities
Quebec, Canada
$1.76M 32,300 -1,000 -3%
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$1.75M 32,148 -2,208 -6%
SG Americas Securities
239
SG Americas Securities
New York
$1.74M 32,007 -124,366 -80%
Swedbank
240
Swedbank
Sweden
$1.74M 31,959 – –
Fidelity International
241
Fidelity International
Bermuda
$1.73M 31,727 +30,438 +2,361%
PFSRSONJ
242
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.71M 31,307 +31,307 New
AWA
243
Arkadios Wealth Advisors
Georgia
$1.66M 30,391 +11,478 +61%
IWA
244
Inspirion Wealth Advisors
Illinois
$1.65M 30,083 -4,096 -12%
GCA
245
Gradient Capital Advisors
California
$1.62M 29,812 -1,630 -5%
GAM
246
Griffin Asset Management
New York
$1.62M 29,769 -793 -3%
Toronto Dominion Bank
247
Toronto Dominion Bank
Ontario, Canada
$1.6M 29,414 +1,863 +7%
CCIA
248
Campbell & Co Investment Adviser
Maryland
$1.6M 29,394 +4,369 +17%
VPIM
249
Vanguard Personalized Indexing Management
California
$1.55M 28,382 -1,603 -5%
M&T Bank
250
M&T Bank
New York
$1.55M 28,368 -87 -0.3%
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