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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 %
O
351
Ossiam
France
$582K 10,317 -2,016 -16%
NHC
352
Nicholas Hoffman & Company
Georgia
$575K 10,195 +10,195 New
CW
353
CIC Wealth
Maryland
$572K 10,128 +2,125 +27%
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$565K 10,002 +4,634 +86%
SF
355
Summit Financial
New Jersey
$564K 9,850 +9,850 New
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$562K 10,000 – –
Baird Financial Group
357
Baird Financial Group
Wisconsin
$561K 9,944 +2,339 +31%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$557K 9,877 +929 +10%
AWM
359
Accel Wealth Management
Iowa
$556K 9,852 +124 +1%
LFA
360
LGT Financial Advisors
Texas
$555K 9,830 -1,411 -13%
ET
361
Entropy Technologies
New York
$551K 9,760 +9,760 New
LA
362
LVW Advisors
New York
$550K 9,747 +5,842 +150%
OPA
363
Old Port Advisors
Maine
$546K 9,674 +1,037 +12%
PFP
364
Pinnacle Financial Partners
Tennessee
$545K 9,657 -26 -0.3%
FNT
365
First National Trust
Pennsylvania
$543K 9,628 – –
WWP
366
Walden Wealth Partners
Ohio
$543K 9,851 – –
MA
367
MKT Advisors
California
$541K 9,717 +34 +0.4%
AWM
368
Apollon Wealth Management
South Carolina
$539K 9,541 -7,963 -45%
CIM
369
Centersquare Investment Management
Pennsylvania
$537K 9,799 -9,230 -49%
CWM
370
CarsonAllaria Wealth Management
Illinois
$537K 9,505 +77 +0.8%
MFIM
371
Mesirow Financial Investment Management
Illinois
$535K 9,479 +12 +0.1%
CB
372
Commerce Bank
Missouri
$532K 9,426 -1,266 -12%
IAA
373
Independent Advisor Alliance
North Carolina
$525K 9,298 -1,642 -15%
VI
374
Versor Investments
New York
$524K 9,292 -14,600 -61%
NA
375
NewEdge Advisors
Louisiana
$523K 9,269 -34 -0.4%
13 14
15
16 17