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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
351
Coldstream Capital Management
Washington
$613K -$61.5K -1,117 -9%
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$600K +$204K +3,700 +51%
CFG
353
Cooper Financial Group
California
$599K +$12.3K +224 +2%
OWP
354
Obermeyer Wealth Partners
Colorado
$599K – – –
MYAM
355
Meiji Yasuda Asset Management
Japan
$596K -$48.4K -879 -8%
DI
356
Diligent Investors
California
$595K +$4.29K +78 +0.7%
EI
357
Ethic Inc
New York
$593K -$135K -2,445 -19%
LWCFA
358
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$583K – – –
MSWM
359
McGlone Suttner Wealth Management
Wisconsin
$581K -$88.8K -1,370 -13%
TC
360
TownSquare Capital
Utah
$581K +$83.1K +1,509 +17%
OC
361
Oppenheimer & Co
New York
$577K +$7.49K +136 +1%
SIC
362
Samalin Investment Counsel
New York
$573K -$111K -2,016 -16%
FNBOMD
363
First National Bank of Mount Dora
Florida
$573K – – –
ProShare Advisors
364
ProShare Advisors
Maryland
$568K -$19.4K -352 -3%
SPC
365
Sigma Planning Corp
Michigan
$568K -$119K -2,160 -17%
BMSSC
366
B. Metzler seel. Sohn & Co
Germany
$566K +$15.2K +277 +3%
BIAS
367
Beacon Investment Advisory Services
New Jersey
$559K -$124K -2,249 -18%
NB
368
Norinchukin Bank
Japan
$555K -$21.4K -388 -4%
IAA
369
Independent Advisor Alliance
North Carolina
$552K +$40.5K +735 +8%
AWM
370
Accel Wealth Management
Iowa
$551K +$8.53K +155 +2%
WWP
371
Walden Wealth Partners
Ohio
$542K – – –
Mirae Asset Global Investments
372
Mirae Asset Global Investments
South Korea
$541K -$117K -2,107 -18%
AWM
373
AE Wealth Management
Kansas
$538K +$89.8K +1,631 +20%
AssetMark Inc
374
AssetMark Inc
California
$534K +$31.8K +578 +6%
BNP Paribas Asset Management
375
BNP Paribas Asset Management
France
$533K +$41.9K +760 +9%
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15
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