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W.P. Carey
WPC

Overview Fund Activity

597 hedge funds and large institutions have $9.09B invested in W.P. Carey in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 178 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+13
Holders Change %
+2.23%
% of All Funds
13.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
76
Increased
206
Reduced
178
Closed
60
Calls
$17.7M
Puts
$33.8M
Net Calls
-$16.1M
Net Calls Change
-$30.3M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$232M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$55.6M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$30.5M
4
State Street
State Street
Massachusetts
+$22.8M
5
UBS AM
UBS AM
Illinois
+$20.6M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$41M
2
Charles Schwab
Charles Schwab
California
-$29.8M
3
CIM
Centersquare Investment Management
Pennsylvania
-$19.2M
4
Goldman Sachs
Goldman Sachs
New York
-$15.4M
5
BlackRock
BlackRock
New York
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
276
Noven Financial Group
Colorado
$852K +$2.81K +32 +0.3%
IWA
277
Independence Wealth Advisors
Virginia
$844K +$351 +4 +0%
RA
278
RFG Advisory
Alabama
$834K -$542K -6,186 -39%
FHA
279
Flagship Harbor Advisors
Massachusetts
$828K +$21.5K +245 +3%
MAM
280
Morse Asset Management
Connecticut
$805K +$67.1K +766 +9%
DI
281
Diligent Investors
California
$795K -$23.2K -265 -3%
SS
282
Simplicity Solutions
Minnesota
$771K -$112K -1,277 -13%
KA
283
Kovack Advisors
Florida
$769K -$7.11K -81 -0.9%
PP
284
Prudential plc
United Kingdom
$759K +$5.7K +65 +0.8%
SWP
285
Stratos Wealth Partners
Ohio
$757K -$74K -844 -9%
BIAS
286
Beacon Investment Advisory Services
New Jersey
$756K +$29.6K +337 +4%
ACG
287
Allen Capital Group
Nebraska
$738K -$5.42K -61 -0.7%
PTC
288
Private Trust Company
Ohio
$733K -$136K -1,548 -16%
LA
289
LexAurum Advisors
Kansas
$727K +$172K +1,959 +31%
SS
290
Sunbelt Securities
Texas
$713K +$713K +8,134 New
BAM
291
Belpointe Asset Management
Nevada
$712K +$140K +1,601 +25%
JPMPWA
292
J.P. Morgan Private Wealth Advisors
California
$708K +$102K +1,161 +17%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$704K +$50.4K +575 +8%
NFG
294
Next Financial Group
Texas
$703K +$23.4K +267 +3%
AFP
295
Ausdal Financial Partners
Iowa
$686K +$54.8K +626 +9%
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$684K -$28.3K -323 -4%
CI
297
CX Institutional
Indiana
$682K -$58.8K -671 -8%
Squarepoint
298
Squarepoint
New York
$682K +$682K +7,779 New
LWAC
299
Laurel Wealth Advisors (California)
California
$680K +$80.6K +919 +13%
BL
300
BFSG LLC
California
$676K +$18.6K +212 +3%
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