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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
351
Diligent Investors
California
$685K +$10.8K +174 +2%
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$679K – – –
GRP
353
Global Retirement Partners
California
$679K -$42.6K -684 -6%
OWP
354
Obermeyer Wealth Partners
Colorado
$678K – – –
P
355
&Partners
Tennessee
$670K +$204K +3,278 +44%
MYAM
356
Meiji Yasuda Asset Management
Japan
$667K -$7.97K -128 -1%
SWP
357
Stratos Wealth Partners
Ohio
$666K -$65.4K -1,049 -9%
TRCT
358
Tower Research Capital (TRC)
New York
$658K +$251K +4,034 +62%
ASN
359
Advisory Services Network
Georgia
$658K – – –
CWM
360
C2C Wealth Management
Arizona
$655K -$33.4K -600 -5%
FNBOMD
361
First National Bank of Mount Dora
Florida
$648K – – –
BMSSC
362
B. Metzler seel. Sohn & Co
Germany
$640K – – –
OC
363
Oppenheimer & Co
New York
$639K -$14.3K -230 -2%
SOAMC
364
Spirit of America Management Corp
New York
$635K -$312K -5,000 -33%
AWM
365
Accel Wealth Management
Iowa
$626K +$2.68K +43 +0.4%
AssetMark Inc
366
AssetMark Inc
California
$624K +$18.9K +304 +3%
NB
367
Norinchukin Bank
Japan
$622K -$5.86K -94 -0.9%
DFG
368
Demars Financial Group
Washington
$616K +$13.5K +216 +2%
HPM
369
Hudson Portfolio Management
New York
$606K +$606K +9,732 New
CWM
370
CarsonAllaria Wealth Management
Illinois
$604K +$5.79K +93 +1%
FNT
371
First National Trust
Pennsylvania
$600K – – –
MSWM
372
McGlone Suttner Wealth Management
Wisconsin
$599K +$40.5K +650 +7%
CW
373
CIC Wealth
Maryland
$592K +$29.6K +475 +5%
Walleye Trading
374
Walleye Trading
New York
$591K +$246K +3,944 +71%
IWM
375
IHT Wealth Management
Illinois
$586K +$107K +1,723 +22%
13 14
15
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