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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 %
Two Sigma Advisers
401
Two Sigma Advisers
New York
$458K 8,400 +8,400 New
AIC
402
Archer Investment Corporation
Indiana
$455K 8,348 – –
IPW
403
Impact Partnership Wealth
Georgia
$452K 8,299 +289 +4%
SCM
404
Shelton Capital Management
Colorado
$450K 8,260 -391 -5%
NA
405
NewEdge Advisors
Louisiana
$447K 8,196 +485 +6%
HPM
406
Hudson Portfolio Management
New York
$445K 8,167 -1,565 -16%
EI
407
Ethic Inc
New York
$442K 8,108 -5,100 -39%
IF
408
Intrua Financial
Texas
$439K 8,057 +1,639 +26%
FFN
409
Focus Financial Network
Minnesota
$436K 7,995 -52 -0.6%
EIA
410
Eldridge Investment Advisors
New Hampshire
$434K 7,963 -400 -5%
WSC
411
Wellington Shields & Co
New York
$429K 7,880 -76 -1%
CWM
412
Campbell Wealth Management
Virginia
$428K 7,856 +1,783 +29%
OIA
413
OneDigital Investment Advisors
Kansas
$428K 7,852 -79 -1%
PTC
414
Philadelphia Trust Company
Pennsylvania
$424K 7,790 – –
MCCP
415
Mission Creek Capital Partners
California
$420K 7,718 -812 -10%
PCA
416
Peddock Capital Advisors
Massachusetts
$420K 7,711 -1,066 -12%
IWM
417
IHT Wealth Management
Illinois
$416K 7,637 -1,793 -19%
APW
418
Austin Private Wealth
Texas
$414K 7,608 +566 +8%
TCG
419
Transcendent Capital Group
Oklahoma
$413K 4,850 +4,263 +726%
GWA
420
Gutierrez Wealth Advisory
Arkansas
$410K 7,528 +7,528 New
MSWM
421
McGlone Suttner Wealth Management
Wisconsin
$407K 7,467 -2,148 -22%
FRA
422
Frank Rimerman Advisors
California
$403K 7,404 +137 +2%
MA
423
MKT Advisors
California
$399K 7,144 -1,377 -16%
FCA
424
FLC Capital Advisors
California
$394K 7,223 -1,045 -13%
PSCM
425
Per Stirling Capital Management
Texas
$391K 7,179 -324 -4%
15 16
17
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