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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$419M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$93.2M
3
BlackRock
BlackRock
New York
+$59.1M
4
PI
PGGM Investments
Netherlands
+$43.4M
5
State Street
State Street
Massachusetts
+$41.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$214M
2
CIM
Centersquare Investment Management
Pennsylvania
-$28.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.3M
4
Goldman Sachs
Goldman Sachs
New York
-$18.9M
5
N
Natixis
France
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
401
Kovack Advisors
Florida
$710K +$39.2K +512 +6%
KCM
402
Kathmere Capital Management
Pennsylvania
$710K -$154K -2,008 -18%
Comerica Bank
403
Comerica Bank
Texas
$706K +$43.5K +529 +7%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$703K +$31.2K +408 +5%
ASFA
405
All Season Financial Advisors
Colorado
$700K +$13.2K +172 +2%
AWA
406
Arkadios Wealth Advisors
Georgia
$694K -$52.9K -691 -7%
GIA
407
Guyasuta Investment Advisors
Pennsylvania
$691K – – –
QT
408
Quantamental Technologies
New York
$688K +$688K +8,989 New
First Manhattan
409
First Manhattan
New York
$683K -$98.1K -1,282 -13%
PWA
410
Physician Wealth Advisors
Utah
$676K – – –
SW
411
SVB Wealth
Massachusetts
$674K +$117K +1,528 +21%
EWM
412
Empirical Wealth Management
Washington
$674K +$34.5K +451 +5%
DCM
413
Dudley Capital Management
Virginia
$672K +$672K +8,781 New
RWA
414
Rainsberger Wealth Advisors
Colorado
$669K +$173K +2,260 +35%
FLI
415
Family Legacy Inc
South Carolina
$669K +$130K +1,566 +24%
CWP
416
Concord Wealth Partners
Virginia
$668K – – –
BFG
417
Bleakley Financial Group
New Jersey
$667K +$667K +8,718 New
Manulife (Manufacturers Life Insurance)
418
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$667K +$17.6K +230 +3%
LWAC
419
Laurel Wealth Advisors (California)
California
$663K -$765 -10 -0.1%
AWM
420
Axxcess Wealth Management
California
$656K -$388K -5,072 -37%
ECM
421
Evergreen Capital Management
Washington
$655K +$386K +4,987 +144%
SPWG
422
Syntegra Private Wealth Group
Missouri
$653K +$653K +8,536 New
ACM
423
Ayrshire Capital Management
Connecticut
$650K +$25.5K +333 +4%
LFA
424
Landmark Financial Advisors
Kentucky
$645K – – –
TPCW
425
TD Private Client Wealth
New York
$643K -$1.07K -14 -0.2%
15 16
17
18 19