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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 %
GIBU
276
Gulf International Bank (UK)
United Kingdom
$1M 17,738 – –
GWM
277
Geneos Wealth Management
Colorado
$986K 17,462 -536 -3%
MIF
278
Mediolanum International Funds
Ireland
$974K 17,410 +17,410 New
HIA
279
Harbor Investment Advisory
Maryland
$968K 17,152 +28 +0.2%
AAP
280
Arax Advisory Partners
Colorado
$958K 16,975 +53 +0.3%
DEA
281
DoubleLine ETF Adviser
Florida
$943K 16,709 +1,662 +11%
BAM
282
Belpointe Asset Management
Nevada
$937K 16,603 -428 -3%
Schroder Investment Management Group
283
Schroder Investment Management Group
United Kingdom
$936K 16,589 -245 -1%
USAA
284
United Services Automobile Association
Texas
$934K 16,544 +16,544 New
MCCP
285
Mission Creek Capital Partners
California
$920K 16,297 -11,313 -41%
TPA
286
Trivium Point Advisory
Connecticut
$915K 16,217 -1,486 -8%
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$915K 16,216 +5,405 +50%
Bank of Nova Scotia
288
Bank of Nova Scotia
Ontario, Canada
$911K 16,147 -582 -3%
AOWM
289
Alpha Omega Wealth Management
Virginia
$905K 16,043 – –
FFA
290
Founders Financial Alliance
North Carolina
$902K 15,973 -582 -4%
BRWA
291
B. Riley Wealth Advisors
Florida
$888K 16,104 +2,058 +15%
MSRPS
292
Maryland State Retirement & Pension System
Maryland
$868K 16,211 – –
WA
293
Waverly Advisors
Alabama
$867K 15,362 -1,363 -8%
CGH
294
Crossmark Global Holdings
Texas
$867K 15,361 +256 +2%
VI
295
Vestcor Inc
New Brunswick, Canada
$866K 15,335 +10,840 +241%
Natixis Advisors
296
Natixis Advisors
Massachusetts
$862K 15,271 +1,053 +7%
PCM
297
Penserra Capital Management
California
$861K 15,278 +1,761 +13%
Walleye Capital
298
Walleye Capital
New York
$861K 15,253 +15,253 New
PAM
299
Panagora Asset Management
Massachusetts
$858K 15,208 -1,000 -6%
PS
300
Principal Securities
Iowa
$856K 15,168 +488 +3%
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