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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
Resolution Capital
Australia
$31.8M
2
ZIM
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
Capital World Investors
California
$202M
4
Barclays
Barclays
United Kingdom
$31.6M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.98M +$373K +4,918 +23%
GAM
252
Griffin Asset Management
New York
$1.96M +$21.3K +281 +1%
WA
253
Wealthstar Advisors
Texas
$1.96M -$3.49K -46 -0.2%
TSS
254
Two Sigma Securities
New York
$1.94M +$1.63M +21,478 +533%
Wealthfront Advisers
255
Wealthfront Advisers
California
$1.92M +$137K +1,804 +8%
ABC
256
Associated Banc-Corp
Wisconsin
$1.92M – – –
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$1.91M +$129K +1,695 +7%
CCM
258
Community Capital Management
Florida
$1.91M – – –
AI
259
Atria Investments
North Carolina
$1.91M +$74.6K +983 +4%
HCA
260
Horan Capital Advisors
Ohio
$1.89M -$12.4K -163 -0.6%
SDIC
261
South Dakota Investment Council
South Dakota
$1.88M – – –
GWM
262
Geneos Wealth Management
Colorado
$1.86M -$301K -3,964 -14%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$1.85M +$326K +4,294 +21%
TCWM
264
Total Clarity Wealth Management
Illinois
$1.8M +$134K +1,772 +8%
CS
265
Candriam SCA
Luxembourg
$1.79M -$2.77M -39,653 -61%
OCBCO
266
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.77M +$1.77M +23,373 New
MCIA
267
Mountain Capital Investment Advisors
Colorado
$1.76M -$54K -762 -3%
TC
268
TownSquare Capital
Utah
$1.74M -$96.4K -1,271 -5%
DI
269
DFPG Investments
Utah
$1.72M +$838K +11,050 +95%
MHS
270
M Holdings Securities
Oregon
$1.71M -$852K -11,230 -33%
RCM
271
RB Capital Management
Nevada
$1.69M +$24.3K +320 +1%
JCM
272
Jag Capital Management
Missouri
$1.68M +$56.1K +739 +3%
DBRC
273
D.B. Root & Company
Pennsylvania
$1.68M +$2.12K +28 +0.1%
WBC
274
Westpac Banking Corp
Australia
$1.67M +$412K +5,431 +33%
CT
275
Colonial Trust
South Carolina
$1.66M +$16.2K +214 +1%
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