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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJT
326
Raymond James Trust
Florida
$672K 11,905 +737 +7%
HR
327
Howe & Rusling
New York
$671K 11,886 -13 -0.1%
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$668K 11,831 +554 +5%
MYAM
329
Meiji Yasuda Asset Management
Japan
$661K 11,712 +6,312 +117%
VF
330
Virtu Financial
New York
$660K 11,701 +7,618 +187%
AWM
331
Adams Wealth Management
Utah
$660K 11,692 +384 +3%
ASN
332
Advisory Services Network
Georgia
$657K 11,648 -788 -6%
AIM
333
Achmea Investment Management
Netherlands
$656K 11,619 – –
JWCA
334
J.W. Cole Advisors
Florida
$634K 11,240 -263 -2%
GRP
335
Global Retirement Partners
California
$628K 11,121 -1,006 -8%
PCA
336
Peddock Capital Advisors
Massachusetts
$625K 11,074 -89 -0.8%
OWP
337
Obermeyer Wealth Partners
Colorado
$614K 10,881 +10,881 New
SI
338
Stephens Inc
Arkansas
$614K 10,870 +4,331 +66%
HCM
339
Highlander Capital Management
New Jersey
$611K 10,825 – –
DI
340
Diligent Investors
California
$606K 10,737 +63 +0.6%
CIA
341
Concurrent Investment Advisors
Florida
$605K 10,725 -236 -2%
ProShare Advisors
342
ProShare Advisors
Maryland
$602K 10,672 -830 -7%
CFG
343
Cooper Financial Group
California
$601K 10,657 -449 -4%
LMIM
344
Lockheed Martin Investment Management
Maryland
$594K 9,075 -2,800 -24%
NB
345
Norinchukin Bank
Japan
$591K 10,471 -139 -1%
FPW
346
Flagship Private Wealth
Massachusetts
$589K 10,437 -713 -6%
FNBOMD
347
First National Bank of Mount Dora
Florida
$587K 10,400 – –
OC
348
Oppenheimer & Co
New York
$584K 10,347 +592 +6%
MSWM
349
McGlone Suttner Wealth Management
Wisconsin
$583K 10,335 +1,370 +15%
AWA
350
Arkadios Wealth Advisors
Georgia
$583K 10,332 +54 +0.5%
12 13
14
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