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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$483K -$421K -5,747 -47%
HIP
402
Harrell Investment Partners
Texas
$480K
GT
403
Glenmede Trust
Pennsylvania
$478K +$479K +6,547 New
FC
404
FORA Capital
Florida
$477K -$66.8K -912 -12%
GTCM
405
Gyon Technologies Capital Management
New Jersey
$471K -$24.3K -332 -5%
AIC
406
Archer Investment Corporation
Indiana
$470K -$17.4K -238 -4%
BRWM
407
B. Riley Wealth Management
Tennessee
$468K +$50.1K +685 +12%
Los Angeles Capital Management
408
Los Angeles Capital Management
California
$467K -$739K -10,102 -61%
PA
409
Profund Advisors
Maryland
$467K +$191K +2,609 +69%
KM
410
Kalos Management
Georgia
$465K -$32.4K -442 -7%
FQ
411
First Quadrant
California
$462K
DA
412
Detalus Advisors
Missouri
$457K +$1.46K +20 +0.3%
LMAM
413
Legg Mason Asset Management
Japan
$453K -$51.7K -706 -10%
DFG
414
Demars Financial Group
Washington
$451K +$16.5K +225 +4%
DBRC
415
D.B. Root & Company
Pennsylvania
$449K -$107K -1,464 -19%
DMK
416
David M. Knott
$448K
CAAS
417
Capital Asset Advisory Services
Michigan
$443K +$46.9K +641 +12%
Fiera Capital (Canada)
418
Fiera Capital (Canada)
Quebec, Canada
$441K +$5.64K +77 +1%
VAS
419
Vestmark Advisory Solutions
Massachusetts
$441K +$87K +1,188 +24%
LWAC
420
Laurel Wealth Advisors (California)
California
$438K
FMBTD
421
First Midwest Bank Trust Division
Illinois
$437K +$29.6K +405 +7%
BG
422
Benedetti & Gucer
Georgia
$435K -$2.2K -30 -0.5%
SW
423
SVB Wealth
Massachusetts
$432K +$433K +5,909 New
CAM
424
Carret Asset Management
New York
$431K -$29.9K -409 -6%
CCM
425
Covington Capital Management
California
$429K

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.