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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 %
AWM
376
Accel Wealth Management
Iowa
$555K 10,190 +140 +1%
WIM
377
WealthPlan Investment Management
Nebraska
$540K 9,911 +1,165 +13%
AssetMark Inc
378
AssetMark Inc
California
$537K 9,860 -153 -2%
WA
379
Waverly Advisors
Alabama
$536K 9,846 -1,557 -14%
DT
380
Diversified Trust
Tennessee
$534K 9,799 +9,799 New
CWM
381
CarsonAllaria Wealth Management
Illinois
$533K 9,787 +92 +0.9%
NB
382
Norinchukin Bank
Japan
$532K 9,761 -228 -2%
KWA
383
Kingswood Wealth Advisors
California
$526K 9,661 +5,191 +116%
PFP
384
Pinnacle Financial Partners
Tennessee
$526K 9,650 -1,400 -13%
FNT
385
First National Trust
Pennsylvania
$525K 9,628 – –
EOJOAM
386
E. Ohman J:or Asset Management
Sweden
$523K 9,600 -1,300 -12%
Lazard Asset Management
387
Lazard Asset Management
New York
$515K 9,473 -2,620 -22%
WP
388
WealthPLAN Partners
Nebraska
$506K 9,292 -3,742 -29%
AFM
389
Armstrong Fleming & Moore
District of Columbia
$504K 9,254 -43,569 -82%
CIM
390
Cambria Investment Management
California
$503K 9,226 +2,414 +35%
CRC
391
Curi RMB Capital
Illinois
$502K 9,218 -3,871 -30%
SOAMC
392
Spirit of America Management Corp
New York
$501K 9,200 -1,000 -10%
OAC
393
OMERS Administration Corp
Ontario, Canada
$497K 9,130 +1,548 +20%
OPA
394
Old Port Advisors
Maine
$487K 8,940 -398 -4%
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$480K 8,814 +1,066 +14%
CT
396
Colonial Trust
South Carolina
$479K 8,787 -3,062 -26%
CIAS
397
Capital Investment Advisory Services
North Carolina
$474K 8,698 +259 +3%
CCFM
398
Clear Creek Financial Management
Washington
$471K 8,647 -258 -3%
AWP
399
Axis Wealth Partners
Rhode Island
$468K 8,597 +8,597 New
CB
400
Commerce Bank
Missouri
$461K 8,462 -891 -10%
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