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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
301
Cornerstone Wealth Management
Missouri
$1.16M 14,333 -18 -0.1%
CRC
302
Curi RMB Capital
Illinois
$1.15M 14,278 – –
MSRPS
303
Maryland State Retirement & Pension System
Maryland
$1.15M 14,172 – –
MWM
304
Madison Wealth Management
Ohio
$1.13M 14,000 – –
APW
305
Aurora Private Wealth
New Jersey
$1.13M 13,989 -40 -0.3%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$1.13M 13,939 -650 -4%
ACM
307
AlphaCrest Capital Management
New York
$1.12M 13,870 -552 -4%
SPIA
308
Steward Partners Investment Advisory
New York
$1.12M 13,846 -246 -2%
VI
309
Versor Investments
New York
$1.12M 13,840 +3,740 +37%
BIAS
310
Beacon Investment Advisory Services
New Jersey
$1.09M 13,540 +854 +7%
AC
311
Allstate Corporation
Illinois
$1.05M 13,039 -38,352 -75%
Wolverine Trading
312
Wolverine Trading
Illinois
$1.05M 12,730 -15,858 -55%
BFS
313
Bradley Foster & Sargent
Connecticut
$1.04M 12,905 +12,905 New
NWM
314
NEIRG Wealth Management
Massachusetts
$1.03M 12,786 – –
Impax Asset Management Group
315
Impax Asset Management Group
United Kingdom
$1.02M 12,652 +200 +2%
RJT
316
Raymond James Trust
Florida
$1.02M 12,660 +1,336 +12%
CWM
317
C2C Wealth Management
Arizona
$1.02M 11,868 +140 +1%
HIA
318
Harbor Investment Advisory
Maryland
$1.02M 12,581 -375 -3%
Natixis Advisors
319
Natixis Advisors
Massachusetts
$1.02M 12,571 +12,571 New
HKAM
320
Horizon Kinetics Asset Management
New York
$1.01M 12,525 +125 +1%
C
321
Certuity
Florida
$1.01M 12,499 +8 +0.1%
CS
322
Candriam SCA
Luxembourg
$1M 12,411 -1,417 -10%
JWCA
323
J.W. Cole Advisors
Florida
$982K 12,150 -1,303 -10%
C1AG
324
Client 1st Advisory Group
Florida
$978K 12,094 – –
DMKJ
325
David M. Knott Jr
$970K 12,000 +6,000 +100%
11 12
13
14 15