WPC icon

W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
251
Engineers Gate Manager
New York
$1.37M +$1.37M +24,815 New
ABC
252
Associated Banc-Corp
Wisconsin
$1.37M – – –
IWC
253
Integrated Wealth Concepts
Massachusetts
$1.36M +$771 +14 +0.1%
William Blair & Company
254
William Blair & Company
Illinois
$1.32M -$155K -2,823 -11%
EWA
255
EverSource Wealth Advisors
Alabama
$1.32M +$541K +9,353 +69%
Neuberger Berman Group
256
Neuberger Berman Group
New York
$1.31M -$367K -6,663 -22%
Pathstone Holdings
257
Pathstone Holdings
New Jersey
$1.25M +$354K +6,432 +40%
HCA
258
Horan Capital Advisors
Ohio
$1.25M -$10K -182 -0.8%
GI
259
GAMCO Investors
Connecticut
$1.24M – – –
AAA
260
Adams Asset Advisors
Texas
$1.22M -$108K -1,958 -8%
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.21M +$50.9K +924 +4%
CWM
262
Cornerstone Wealth Management
Missouri
$1.21M +$188K +3,417 +18%
SF
263
Summit Financial
New Jersey
$1.2M +$645K +11,537 +117%
EMPI
264
Elo Mutual Pension Insurance
Finland
$1.19M +$93.6K +1,701 +9%
P
265
Paradiem
Louisiana
$1.19M -$446K -8,095 -27%
JWM
266
Jeppson Wealth Management
California
$1.19M +$180K +3,269 +18%
HKAM
267
Horizon Kinetics Asset Management
New York
$1.18M -$22K -400 -2%
QCM
268
Quantinno Capital Management
New York
$1.18M +$739K +13,425 +169%
WP
269
WealthPLAN Partners
Nebraska
$1.17M -$4.37M -79,387 -79%
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$1.16M – – –
Toronto Dominion Bank
271
Toronto Dominion Bank
Ontario, Canada
$1.15M -$106K -1,919 -8%
WWA
272
WCG Wealth Advisors
Nevada
$1.15M -$16.6K -301 -1%
MGP
273
Metis Global Partners
California
$1.14M +$125K +2,267 +12%
AQR Capital Management
274
AQR Capital Management
Connecticut
$1.13M -$189K -3,444 -14%
ATPW
275
Ashton Thomas Private Wealth
Arizona
$1.13M +$140K +2,552 +14%
9 10
11
12 13