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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
Resolution Capital
Australia
$31.8M
2
ZIM
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
Capital World Investors
California
$202M
4
Barclays
Barclays
United Kingdom
$31.6M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Apollon Wealth Management
South Carolina
$1.28M +$450K +5,928 +54%
EAM
302
Erste Asset Management
Austria
$1.27M +$391K +5,105 +44%
Natixis Advisors
303
Natixis Advisors
Massachusetts
$1.27M +$261K +3,445 +26%
UCFA
304
United Capital Financial Advisors
Texas
$1.27M -$360K -4,747 -22%
PAM
305
Panagora Asset Management
Massachusetts
$1.26M – – –
MSRPS
306
Maryland State Retirement & Pension System
Maryland
$1.26M – – –
RPSA
307
Richard P. Slaughter Associates
Texas
$1.25M -$20.9K -275 -2%
IWM
308
IHT Wealth Management
Illinois
$1.25M +$17.1K +225 +1%
BIAS
309
Beacon Investment Advisory Services
New Jersey
$1.24M +$57.9K +763 +5%
GRP
310
Global Retirement Partners
California
$1.21M +$201K +2,872 +20%
FFA
311
Founders Financial Alliance
North Carolina
$1.2M -$26.4K -365 -2%
TYCC
312
Texas Yale Capital Corp
Florida
$1.2M +$455 +6 +0%
GA
313
GoalVest Advisory
New York
$1.2M +$96K +1,265 +9%
Group One Trading
314
Group One Trading
Illinois
$1.19M +$175K +2,309 +17%
PA
315
PFG Advisors
Arizona
$1.17M -$35.9K -473 -3%
SPIA
316
Steward Partners Investment Advisory
New York
$1.17M +$446K +5,885 +62%
WSC
317
Wellington Shields & Co
New York
$1.16M -$46.6K -614 -4%
CF
318
Centaurus Financial
California
$1.16M -$9.71K -128 -0.8%
MCM
319
Monument Capital Management
Virginia
$1.13M -$74.6K -983 -6%
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$1.13M +$49.2K +649 +5%
LFA
321
LGT Financial Advisors
Texas
$1.12M +$6.22K +82 +0.6%
FPW
322
Flagship Private Wealth
Massachusetts
$1.12M -$112K -1,483 -9%
APW
323
Austin Private Wealth
Texas
$1.12M -$62.1K -818 -5%
CRC
324
Curi RMB Capital
Illinois
$1.11M – – –
Axa
325
Axa
France
$1.11M +$885K +11,667 +392%
11 12
13
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