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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.

New
Increased
Maintained
Reduced
Closed
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 %
IMC Chicago
276
IMC Chicago
Illinois
$1.13M +$1.13M +20,471 New
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$1.12M -$31.3K -569 -3%
EAM
278
Erste Asset Management
Austria
$1.12M – – –
Walleye Capital
279
Walleye Capital
New York
$1.11M +$274K +4,981 +33%
LI
280
LRI Investments
Florida
$1.08M +$38.4K +697 +4%
NW
281
Naviter Wealth
Arkansas
$1.08M +$63K +1,126 +6%
BAM
282
Belpointe Asset Management
Nevada
$1.05M +$140K +2,540 +15%
Lazard Asset Management
283
Lazard Asset Management
New York
$1.04M +$9.14K +166 +0.9%
AWA
284
Arete Wealth Advisors
Illinois
$1.03M -$97.7K -1,787 -9%
PCM
285
Penserra Capital Management
California
$1.02M +$179K +3,242 +21%
CC
286
Centiva Capital
New York
$1M -$140K -2,535 -12%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$986K -$218K -3,951 -18%
GIBU
288
Gulf International Bank (UK)
United Kingdom
$976K – – –
KBC Group
289
KBC Group
Belgium
$974K -$327K -5,932 -25%
WIM
290
WealthPlan Investment Management
Nebraska
$974K -$8.99M -163,230 -90%
GWM
291
Geneos Wealth Management
Colorado
$963K +$1.27K +23 +0.1%
AWM
292
Apollon Wealth Management
South Carolina
$962K +$437K +7,937 +83%
SAM
293
Securian Asset Management
Minnesota
$961K -$29.1K -529 -3%
HIA
294
Harbor Investment Advisory
Maryland
$945K +$385 +7 +0%
MIF
295
Mediolanum International Funds
Ireland
$942K +$37.6K +723 +4%
USAA
296
United Services Automobile Association
Texas
$938K +$27.6K +502 +3%
FRA
297
Frank Rimerman Advisors
California
$929K +$929K +16,881 New
RCM
298
RB Capital Management
Nevada
$926K -$128K -2,329 -12%
LA
299
LBP AM
France
$918K +$120K +2,172 +15%
YIH
300
Y-Intercept (HK)
Hong Kong
$910K +$910K +16,530 New
10 11
12
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