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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
BlackRock
New York
$1.17B
4
PI
PGGM Investments
Netherlands
$139M
5
State Street
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M
2
CIM
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
Goldman Sachs
New York
$30.4M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
251
V Wealth Advisors
Kansas
$1.93M -$541K -7,067 -22%
CCM
252
Community Capital Management
Florida
$1.93M -$50.7K -663 -3%
HCA
253
Horan Capital Advisors
Ohio
$1.92M +$1.99K +26 +0.1%
SDIC
254
South Dakota Investment Council
South Dakota
$1.89M – – –
HR
255
Howe & Rusling
New York
$1.86M +$1.86M +24,236 +52,687%
TC
256
TownSquare Capital
Utah
$1.86M +$1.34M +17,564 +263%
AI
257
Atria Investments
North Carolina
$1.85M -$63.8K -834 -3%
Janus Henderson Group
258
Janus Henderson Group
United Kingdom
$1.84M -$10.1M -132,367 -85%
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$1.82M -$156K -2,038 -8%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$1.81M +$23.8K +311 +1%
Wealthfront Advisers
261
Wealthfront Advisers
California
$1.8M -$40.9K -534 -2%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$1.8M +$121K +1,575 +7%
DBRC
263
D.B. Root & Company
Pennsylvania
$1.69M +$4.9K +64 +0.3%
VI
264
Vestcor Inc
New Brunswick, Canada
$1.69M -$458K -5,984 -21%
RCM
265
RB Capital Management
Nevada
$1.68M +$52K +680 +3%
TCWM
266
Total Clarity Wealth Management
Illinois
$1.68M +$6.89K +90 +0.4%
CT
267
Colonial Trust
South Carolina
$1.66M +$175K +2,287 +12%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$1.65M – – –
JCM
269
Jag Capital Management
Missouri
$1.64M -$446K -5,828 -21%
UCFA
270
United Capital Financial Advisors
Texas
$1.64M -$42K -549 -2%
AB
271
Amalgamated Bank
New York
$1.64M +$162K +2,115 +11%
Public Sector Pension Investment Board (PSP Investments)
272
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M +$453K +5,916 +39%
FCA
273
FLC Capital Advisors
California
$1.58M +$3.75K +49 +0.2%
TPM
274
Triasima Portfolio Management
Quebec, Canada
$1.57M -$1.99M -26,023 -56%
LNC
275
Lincoln National Corp
Pennsylvania
$1.55M -$170K -2,222 -10%
9 10
11
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