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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
351
Cooper Financial Group
California
$649K 11,905 +276 +2%
AWM
352
Adams Wealth Management
Utah
$635K 11,675 +2,930 +34%
CI
353
CacheTech Inc
Utah
$635K 11,675 +2,930 +34%
TRCT
354
Tower Research Capital (TRC)
New York
$635K 11,658 +1,091 +10%
MSRPS
355
Maryland State Retirement & Pension System
Maryland
$630K 11,568 -810 -7%
CIA
356
Concurrent Investment Advisors
Florida
$628K 11,531 +293 +3%
APW
357
Aurora Private Wealth
New Jersey
$624K 11,454 -192 -2%
AAP
358
Arax Advisory Partners
Colorado
$614K 11,278 -3,482 -24%
LCWP
359
Legacy Capital Wealth Partners
Arkansas
$614K 11,264 +2,155 +24%
ASN
360
Advisory Services Network
Georgia
$612K 11,226 -729 -6%
DI
361
Diligent Investors
California
$603K 11,063 +74 +0.7%
OWP
362
Obermeyer Wealth Partners
Colorado
$602K 11,048 +167 +2%
SCM
363
Stevens Capital Management
Pennsylvania
$601K 11,036 +11,036 New
BAMF
364
BI Asset Management Fondsmaeglerselskab
Denmark
$597K 10,955 +10,955 New
DCM
365
Dudley Capital Management
Virginia
$588K 10,800 +3,400 +46%
SWP
366
Stratos Wealth Partners
Ohio
$583K 10,701 +3 +0%
Mirae Asset Global Investments
367
Mirae Asset Global Investments
South Korea
$580K 10,645 -3,633 -25%
LWCFA
368
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$570K 10,000 – –
GRP
369
Global Retirement Partners
California
$567K 10,404 -495 -5%
FNBOMD
370
First National Bank of Mount Dora
Florida
$567K 10,400 – –
VF
371
Virtu Financial
New York
$565K 10,375 +10,375 New
MYAM
372
Meiji Yasuda Asset Management
Japan
$564K 10,360 -345 -3%
IAA
373
Independent Advisor Alliance
North Carolina
$563K 10,337 +1,381 +15%
BMSSC
374
B. Metzler seel. Sohn & Co
Germany
$560K 10,279 – –
ProShare Advisors
375
ProShare Advisors
Maryland
$558K 10,239 -8,841 -46%
13 14
15
16 17