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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.19M 21,036 +235 +1%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$1.19M 21,004 -6,470 -24%
CC
253
Centiva Capital
New York
$1.17M 20,790 +20,502 +7,119%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$1.17M 20,703 -110,033 -84%
AWA
255
Arete Wealth Advisors
Illinois
$1.16M 20,623 -156 -0.8%
DILIC
256
Dai-ichi Life Insurance Company
Japan
$1.16M 13,251 – –
SOAMC
257
Spirit of America Management Corp
New York
$1.14M 20,200 -7,000 -26%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$1.14M 20,183 +1,753 +10%
EAM
259
Erste Asset Management
Austria
$1.13M 20,200 – –
EMPI
260
Elo Mutual Pension Insurance
Finland
$1.13M 19,980 +1,303 +7%
AI
261
Atria Investments
North Carolina
$1.1M 19,449 +3,466 +22%
Cerity Partners
262
Cerity Partners
New York
$1.09M 19,304 +3,884 +25%
Janus Henderson Group
263
Janus Henderson Group
United Kingdom
$1.08M 19,206 +4 +0%
RCM
264
RB Capital Management
Nevada
$1.08M 19,150 -1,016 -5%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$1.07M 18,932 +4,352 +30%
LI
266
LRI Investments
Florida
$1.07M 18,916 +18,916 New
Lazard Asset Management
267
Lazard Asset Management
New York
$1.05M 18,694 -39,257 -68%
CWM
268
Cornerstone Wealth Management
Missouri
$1.05M 18,530 +673 +4%
MGP
269
Metis Global Partners
California
$1.04M 18,489 +535 +3%
NW
270
Naviter Wealth
Arkansas
$1.04M 18,116 +2,691 +17%
JWM
271
Jeppson Wealth Management
California
$1.03M 18,336 -2,464 -12%
WA
272
Wealthstar Advisors
Texas
$1.02M 18,140 -3,692 -17%
SAM
273
Securian Asset Management
Minnesota
$1.01M 17,982 -472 -3%
ATPW
274
Ashton Thomas Private Wealth
Arizona
$1.01M 17,940 +4,433 +33%
PCM
275
Prelude Capital Management
New York
$1M 17,776 +17,776 New
9 10
11
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