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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 %
SF
301
Summit Financial
New Jersey
$966K 17,457 -523 -3%
IWC
302
Integrated Wealth Concepts
Massachusetts
$963K 17,681 -4,373 -20%
AWA
303
Arete Wealth Advisors
Illinois
$945K 17,428 -676 -4%
HIA
304
Harbor Investment Advisory
Maryland
$936K 17,174 +12 +0.1%
GWM
305
Geneos Wealth Management
Colorado
$933K 17,127 -197 -1%
HSA
306
HBK Sorce Advisory
Pennsylvania
$925K 16,978 +100 +0.6%
GIBU
307
Gulf International Bank (UK)
United Kingdom
$908K 16,675 -462 -3%
CLA
308
Carnegie Lake Advisors
New Jersey
$902K 16,565 +535 +3%
SAM
309
Securian Asset Management
Minnesota
$901K 16,544 -473 -3%
Nordea Investment Management
310
Nordea Investment Management
Sweden
$888K 16,335 +1,587 +11%
Squarepoint
311
Squarepoint
New York
$881K 16,172 -57,537 -78%
NW
312
Naviter Wealth
Arkansas
$877K 15,834 -6,487 -29%
WA
313
Wealthstar Advisors
Texas
$863K 15,840 +15,840 New
AAS
314
Ameritas Advisory Services
Nebraska
$862K 15,826 +726 +5%
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$857K 15,738 -4,885 -24%
DEA
316
DoubleLine ETF Adviser
Florida
$856K 15,714 +74 +0.5%
HWM
317
HB Wealth Management
Georgia
$832K 15,266 +2,732 +22%
CPRC
318
Consolidated Portfolio Review Corp
New York
$825K 15,152 +15,152 New
CGH
319
Crossmark Global Holdings
Texas
$821K 15,079 -2 -0%
VIM
320
Vista Investment Management
Pennsylvania
$820K 15,044 +158 +1%
GCP
321
GSA Capital Partners
United Kingdom
$813K 14,921 +6,578 +79%
LI
322
LRI Investments
Florida
$812K 14,911 -4,603 -24%
Envestnet Portfolio Solutions
323
Envestnet Portfolio Solutions
Illinois
$806K 14,793 +1,305 +10%
TYCC
324
Texas Yale Capital Corp
Florida
$796K 14,611 +5 +0%
USAA
325
United Services Automobile Association
Texas
$789K 14,483 – –
11 12
13
14 15