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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
401
PFG Investments
New York
$464K -$16.1K -293 -3%
CIAS
402
Capital Investment Advisory Services
North Carolina
$461K +$63.7K +1,157 +16%
AIC
403
Archer Investment Corporation
Indiana
$460K – – –
CIM
404
Centersquare Investment Management
Pennsylvania
$458K -$81K -1,472 -15%
IA
405
Inspire Advisors
Idaho
$455K -$1.49K -27 -0.3%
GWMIA
406
Global Wealth Management Investment Advisory
Florida
$452K +$34.2K +621 +8%
APW
407
Austin Private Wealth
Texas
$450K -$36.1K -655 -7%
WSC
408
Wellington Shields & Co
New York
$449K – – –
OIA
409
OneDigital Investment Advisors
Kansas
$443K -$12.4K -226 -3%
FC
410
FORA Capital
Florida
$441K -$1.54M -27,895 -78%
TFA
411
Teamwork Financial Advisors
Texas
$437K +$62.5K +1,136 +17%
MWM
412
Modern Wealth Management
Kansas
$437K +$12.9K +235 +3%
CWM
413
Campbell Wealth Management
Virginia
$432K – – –
KOMWMG
414
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$429K +$2.59K +47 +0.6%
PTC
415
Philadelphia Trust Company
Pennsylvania
$429K – – –
IWM
416
IHT Wealth Management
Illinois
$424K -$66.1K -1,201 -13%
JWCA
417
J.W. Cole Advisors
Florida
$424K -$195K -3,538 -31%
PAS
418
Point72 Asia (Singapore)
Singapore
$421K +$421K +7,644 New
FPAS
419
Focus Partners Advisor Solutions
Missouri
$421K +$35.8K +651 +9%
DBRC
420
D.B. Root & Company
Pennsylvania
$420K -$46.7K -848 -10%
PSCM
421
Per Stirling Capital Management
Texas
$418K -$61.8K -1,123 -13%
CL
422
Choreo LLC
Illinois
$418K +$418K +7,634 New
OAC
423
OMERS Administration Corp
Ontario, Canada
$417K +$417K +7,582 New
BRWA
424
B. Riley Wealth Advisors
Florida
$416K -$484K -8,660 -54%
PIA
425
Perennial Investment Advisors
California
$416K +$40.8K +741 +11%
15 16
17
18 19