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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$1.41M +$91.4K +1,249 +7%
BAM
252
Belpointe Asset Management
Nevada
$1.41M +$773K +10,556 +121%
AWA
253
Arete Wealth Advisors
Illinois
$1.4M +$904K +12,344 +184%
FPW
254
Flagship Private Wealth
Massachusetts
$1.4M -$160K -2,180 -10%
JCM
255
Jag Capital Management
Missouri
$1.4M -$54.1K -739 -4%
WSC
256
Wellington Shields & Co
New York
$1.4M +$293 +4 +0%
GI
257
GAMCO Investors
Connecticut
$1.39M
Principal Financial Group
258
Principal Financial Group
Iowa
$1.39M +$512K +6,992 +58%
CIC
259
Cornercap Investment Counsel
Georgia
$1.36M -$20K -273 -1%
SIM
260
Sonora Investment Management
Arizona
$1.36M +$25K +342 +2%
Citadel Advisors
261
Citadel Advisors
Florida
$1.36M -$2.76M -37,681 -67%
PAM
262
Panagora Asset Management
Massachusetts
$1.36M -$107K -1,458 -7%
AWM
263
AE Wealth Management
Kansas
$1.34M +$52.5K +717 +4%
KOMWMG
264
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.33M +$53.9K +737 +4%
CG
265
Colony Group
Massachusetts
$1.32M +$107K +1,458 +9%
AOWM
266
Alpha Omega Wealth Management
Virginia
$1.32M -$22.4K -306 -2%
VIA
267
Vident Investment Advisory
Georgia
$1.3M +$62.7K +856 +5%
ACM
268
AlphaCrest Capital Management
New York
$1.27M +$241K +3,288 +23%
OHIS
269
Oak Harvest Investment Services
Texas
$1.25M -$2.12K -29 -0.2%
TYCC
270
Texas Yale Capital Corp
Florida
$1.23M -$7.17K -98 -0.6%
FCA
271
FLC Capital Advisors
California
$1.22M
CS
272
Candriam SCA
Luxembourg
$1.22M +$261K +3,560 +27%
IWC
273
Integrated Wealth Concepts
Massachusetts
$1.2M +$21.1K +288 +2%
MCCP
274
Mission Creek Capital Partners
California
$1.19M +$64.3K +879 +6%
AI
275
Atria Investments
North Carolina
$1.19M -$96K -1,311 -7%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.