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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ABC
276
Associated Banc-Corp
Wisconsin
$1.2M 22,007 -2,693 -11%
William Blair & Company
277
William Blair & Company
Illinois
$1.18M 21,638 -1,537 -7%
Walleye Capital
278
Walleye Capital
New York
$1.18M 21,619 +2,894 +15%
A
279
AlphaQuest
New York
$1.17M 21,467 -87,281 -80%
MC
280
Moors & Cabot
Massachusetts
$1.16M 21,340 -6,250 -23%
PCM
281
Penserra Capital Management
California
$1.16M 21,284 -1,120 -5%
GC
282
Guggenheim Capital
Illinois
$1.15M 21,124 -109,253 -84%
BAM
283
Belpointe Asset Management
Nevada
$1.14M 18,943 -2,065 -10%
BG
284
Bahl & Gaynor
Ohio
$1.13M 20,709 -4,159 -17%
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$1.11M 20,336 -780 -4%
EAM
286
Erste Asset Management
Austria
$1.1M 20,200 – –
EMPI
287
Elo Mutual Pension Insurance
Finland
$1.1M 20,144 +707 +4%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$1.08M 19,779 -1,052 -5%
O
289
Ossiam
France
$1.05M 19,354 +4,343 +29%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$1.05M 19,342 -195 -1%
MA
291
Mutual Advisors
Nebraska
$1.05M 18,893 -7,534 -29%
P
292
&Partners
Tennessee
$1.04M 19,047 +8,277 +77%
Mackenzie Financial
293
Mackenzie Financial
Ontario, Canada
$1.04M 19,024 +7,352 +63%
ST
294
Sabal Trust
Florida
$1.03M 18,922 +18,922 New
MIM
295
Meixler Investment Management
Arizona
$1.01M 18,485 +18,485 New
MIF
296
Mediolanum International Funds
Ireland
$1.01M 18,478 +768 +4%
NHC
297
Nicholas Hoffman & Company
Georgia
$998K 18,317 +4,442 +32%
HCA
298
Horan Capital Advisors
Ohio
$994K 18,254 -3,962 -18%
MAM
299
Martingale Asset Management
Massachusetts
$974K 17,884 +17,884 New
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$967K 17,742 +121 +0.7%
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