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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
276
Belpointe Asset Management
Nevada
$1.31M +$116K +1,865 +10%
Pathstone Holdings
277
Pathstone Holdings
New Jersey
$1.3M -$113K -1,817 -8%
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$1.28M +$325K +5,224 +34%
EAM
279
Erste Asset Management
Austria
$1.27M – – –
OTPPB
280
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.22M -$1.24M -19,861 -50%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$1.22M -$55.9K -898 -4%
EMPI
282
Elo Mutual Pension Insurance
Finland
$1.21M -$140K -2,244 -10%
ProShare Advisors
283
ProShare Advisors
Maryland
$1.19M +$546K +8,760 +85%
AWA
284
Arkadios Wealth Advisors
Georgia
$1.18M +$214K +3,430 +22%
Walleye Capital
285
Walleye Capital
New York
$1.17M -$94K -1,509 -7%
SF
286
Summit Financial
New Jersey
$1.14M -$215K -3,407 -16%
AWA
287
Arete Wealth Advisors
Illinois
$1.12M -$45.2K -732 -4%
MIF
288
Mediolanum International Funds
Ireland
$1.11M -$26.5K -423 -2%
YIH
289
Y-Intercept (HK)
Hong Kong
$1.1M +$72.8K +1,169 +7%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$1.1M -$17.5K -281 -2%
GWM
291
Geneos Wealth Management
Colorado
$1.08M -$10K -161 -0.9%
LI
292
LRI Investments
Florida
$1.07M -$5.43K -99 -0.5%
HIA
293
Harbor Investment Advisory
Maryland
$1.07M +$187 +3 +0%
GIBU
294
Gulf International Bank (UK)
United Kingdom
$1.07M -$37.4K -601 -3%
SAM
295
Securian Asset Management
Minnesota
$1.06M -$27.2K -436 -2%
AWM
296
Apollon Wealth Management
South Carolina
$1.05M -$36.8K -591 -3%
HSA
297
HBK Sorce Advisory
Pennsylvania
$1.05M +$132K +2,115 +14%
WWA
298
WCG Wealth Advisors
Nevada
$1.05M -$252K -4,052 -19%
CLA
299
Carnegie Lake Advisors
New Jersey
$999K +$999K +16,030 New
RCM
300
RB Capital Management
Nevada
$984K -$63.9K -1,025 -6%
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