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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 %
DADC
351
D.A. Davidson & Co
Montana
$982K -$8.57K -113 -0.9%
HWM
352
Heirloom Wealth Management
Colorado
$978K -$16.3K -215 -2%
SI
353
Stephens Inc
Arkansas
$968K -$76.9K -1,014 -7%
Cerity Partners
354
Cerity Partners
New York
$966K -$19K -251 -2%
LNC
355
Lincoln National Corp
Pennsylvania
$953K -$581K -7,662 -38%
FFN
356
Focus Financial Network
Minnesota
$935K +$40.3K +524 +5%
C1AG
357
Client 1st Advisory Group
Florida
$930K – – –
Nordea Investment Management
358
Nordea Investment Management
Sweden
$929K +$40.5K +535 +5%
VIM
359
Vista Investment Management
Pennsylvania
$927K -$51K -672 -5%
HR
360
Howe & Rusling
New York
$922K -$920K -12,133 -50%
RFM
361
Royal Fund Management
Florida
$921K +$34.7K +458 +4%
MA
362
MKT Advisors
California
$903K +$1.09K +15 +0.1%
Fiera Capital (Canada)
363
Fiera Capital (Canada)
Quebec, Canada
$901K -$199K -2,629 -18%
HG
364
Herbst Group
Connecticut
$898K +$7.74K +102 +0.9%
PP
365
Prudential plc
United Kingdom
$890K -$7.89K -104 -0.9%
CFG
366
Cooper Financial Group
California
$888K +$13.4K +177 +2%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$885K +$282K +3,718 +47%
Bessemer Group
368
Bessemer Group
New Jersey
$875K -$305K -4,023 -26%
VI
369
Versor Investments
New York
$874K +$511K +6,739 +141%
PCA
370
Peddock Capital Advisors
Massachusetts
$853K +$95.7K +1,261 +13%
WA
371
Wambolt & Associates
Colorado
$844K -$8.74K -117 -1%
AWM
372
Adams Wealth Management
Utah
$843K +$99.4K +1,311 +13%
CCFM
373
Clear Creek Financial Management
Washington
$824K -$69.3K -914 -8%
HPM
374
Hudson Portfolio Management
New York
$822K -$13.1K -173 -2%
MCC
375
Money Concepts Capital
Florida
$817K -$232K -3,040 -22%
13 14
15
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