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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 %
PS
326
Principal Securities
Iowa
$773K 14,184 -936 -6%
Bank of Nova Scotia
327
Bank of Nova Scotia
Ontario, Canada
$767K 14,085 -1,672 -11%
RCM
328
RB Capital Management
Nevada
$766K 14,063 -1,733 -11%
MCM
329
MAI Capital Management
Ohio
$763K 14,000 +5,263 +60%
GI
330
GAMCO Investors
Connecticut
$741K 13,600 -9,000 -40%
TC
331
TownSquare Capital
Utah
$731K 13,422 +2,323 +21%
AI
332
Atria Investments
North Carolina
$731K 13,412 -474 -3%
PP
333
Prudential plc
United Kingdom
$730K 13,398 +1,590 +13%
SI
334
Stephens Inc
Arkansas
$730K 13,392 +392 +3%
FFA
335
Founders Financial Alliance
North Carolina
$726K 13,327 -2,275 -15%
PWM
336
Perigon Wealth Management
California
$723K 13,026 -902 -6%
HR
337
Howe & Rusling
New York
$720K 13,218 +1,332 +11%
SPIA
338
Steward Partners Investment Advisory
New York
$701K 12,866 +979 +8%
SCM
339
Sterling Capital Management
North Carolina
$700K 12,843 +4,442 +53%
EWA
340
EP Wealth Advisors
California
$688K 12,637 +4,088 +48%
OC
341
Oppenheimer & Co
New York
$684K 12,550 +2,297 +22%
PI
342
PFG Investments
New York
$676K 12,412 +4,346 +54%
C1AG
343
Client 1st Advisory Group
Florida
$672K 12,330 -391 -3%
SIC
344
Samalin Investment Counsel
New York
$670K 12,297 -878 -7%
CWM
345
C2C Wealth Management
Arizona
$668K 12,263 +500 +4%
LOIM
346
Liberty One Investment Management
Illinois
$667K 12,243 +1,016 +9%
WWA
347
WCG Wealth Advisors
Nevada
$663K 12,168 -4,629 -28%
SC
348
Savant Capital
Illinois
$661K 12,126 -8,979 -43%
LSWP
349
Liberty Square Wealth Partners
Pennsylvania
$651K 11,099 +11,099 New
WANY
350
Wealthspire Advisors (New York)
New York
$649K 11,917 +339 +3%
12 13
14
15 16