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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
GCWM
251
Graham Capital Wealth Management
District of Columbia
$1.75M 21,615 -1,429 -6%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$1.74M 21,116 -396 -2%
MAM
253
Morse Asset Management
Connecticut
$1.73M 21,415 +15,215 +245%
GAM
254
Griffin Asset Management
New York
$1.71M 21,157 +4,361 +26%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$1.71M 21,116 – –
DCM
256
Dupont Capital Management
Delaware
$1.68M 20,831 +12,181 +141%
CF
257
Centaurus Financial
California
$1.68M 20,737 +245 +1%
UCFA
258
United Capital Financial Advisors
Texas
$1.68M 20,722 -6,473 -24%
WSTAM
259
Wilbanks Smith & Thomas Asset Management
Virginia
$1.66M 21,139 +2,375 +13%
NIMI
260
Natixis Investment Managers International
France
$1.62M 20,027 +20,027 New
BAM
261
Belpointe Asset Management
Nevada
$1.6M 19,736 +127 +0.6%
GI
262
GAMCO Investors
Connecticut
$1.58M 19,600 – –
BCI
263
Brinker Capital Investments
Pennsylvania
$1.58M 19,523 +848 +5%
MCIA
264
Mountain Capital Investment Advisors
Colorado
$1.57M 19,242 -1,057 -5%
FCA
265
FLC Capital Advisors
California
$1.57M 19,438 +3,584 +23%
IAA
266
Independent Advisor Alliance
North Carolina
$1.57M 19,375 -213 -1%
Wealthfront Advisers
267
Wealthfront Advisers
California
$1.56M 19,295 -297 -2%
BA
268
Bennicas & Associates
California
$1.55M 19,200 – –
SG Americas Securities
269
SG Americas Securities
New York
$1.54M 19,067 -8,909 -32%
VWA
270
V Wealth Advisors
Kansas
$1.53M 18,928 -414 -2%
LMIM
271
Lockheed Martin Investment Management
Maryland
$1.52M 18,805 -2,200 -10%
RCM
272
RB Capital Management
Nevada
$1.52M 18,782 +1,289 +7%
SAM
273
Shell Asset Management
Netherlands
$1.5M 18,595 -442 -2%
PC
274
Prairiewood Capital
North Dakota
$1.5M 18,556 +12,101 +187%
SFI
275
Susquehanna Fundamental Investments
Pennsylvania
$1.5M 18,500 +18,500 New
9 10
11
12 13