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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
351
Insight Wealth Partners
Texas
$747K -$50.2K -686 -6%
LWCFA
352
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K -$2.2K -30 -0.3%
FNT
353
First National Trust
Pennsylvania
$718K
FHA
354
Flagship Harbor Advisors
Massachusetts
$711K +$73 +1 +0%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$691K +$405K +5,535 +141%
SBIA
356
Sheaff Brock Investment Advisors
Indiana
$682K +$7.32K +100 +1%
First Manhattan
357
First Manhattan
New York
$671K -$11.2K -153 -2%
WPW
358
Warther Private Wealth
Ohio
$669K +$669K +9,140 New
WorldQuant Millennium Advisors
359
WorldQuant Millennium Advisors
New York
$660K +$661K +9,031 New
CWP
360
Concord Wealth Partners
Virginia
$658K -$46.2K -631 -7%
PHK
361
Point72 Hong Kong
Hong Kong
$657K +$658K +8,988 New
QI
362
QS Investors
New York
$655K -$194K -2,655 -23%
GIA
363
Guyasuta Investment Advisors
Pennsylvania
$649K +$23.6K +322 +4%
FHC
364
First Heartland Consultants
Missouri
$626K -$347K -4,741 -36%
MAFM
365
Mid Atlantic Financial Management
Pennsylvania
$625K +$146K +1,996 +30%
KA
366
Kovack Advisors
Florida
$624K +$73 +1 +0%
ECM
367
ExodusPoint Capital Management
New York
$618K -$1.77M -24,133 -74%
IWM
368
IHT Wealth Management
Illinois
$616K -$29.3K -400 -5%
LFA
369
Landmark Financial Advisors
Kentucky
$616K
VPIM
370
Vanguard Personalized Indexing Management
California
$616K +$617K +8,430 New
Financial Engines Advisors
371
Financial Engines Advisors
California
$608K
CAG
372
Crestwood Advisors Group
Massachusetts
$597K
CIAS
373
Capital Investment Advisory Services
North Carolina
$595K +$10.6K +145 +2%
CCM
374
Coldstream Capital Management
Washington
$582K -$4.46K -61 -0.8%
SS
375
Sunbelt Securities
Texas
$573K -$25K -342 -4%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.