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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
426
GPS Wealth Strategies Group
Colorado
$364K +$11.2K +162 +3%
NGA
427
Naples Global Advisors
Florida
$359K -$17.6K -255 -5%
CPA
428
Capital Planning Advisors
California
$359K – – –
RFM
429
Royal Fund Management
Florida
$359K +$17.9K +259 +5%
NFG
430
Next Financial Group
Texas
$355K -$41.4K -597 -10%
UH
431
Unigestion Holding
Switzerland
$353K -$218K -3,143 -38%
MYAM
432
Meiji Yasuda Asset Management
Japan
$353K +$72.9K +1,052 +26%
AWA
433
Arkadios Wealth Advisors
Georgia
$349K +$293K +4,225 +518%
MSL
434
Mackay Shields LLC
New York
$346K -$1.45M -21,028 -81%
Northwestern Mutual Wealth Management
435
Northwestern Mutual Wealth Management
Wisconsin
$345K +$19.2K +277 +6%
MCP
436
Mirador Capital Partners
California
$341K -$22.6K -325 -6%
PWA
437
Physician Wealth Advisors
Utah
$341K – – –
AWM
438
Apollon Wealth Management
South Carolina
$338K -$407K -5,881 -55%
MAM
439
Meeder Asset Management
Ohio
$338K +$296K +4,263 +699%
VAS
440
Vestmark Advisory Solutions
Massachusetts
$336K +$7.69K +111 +2%
MAM
441
Morse Asset Management
Connecticut
$333K -$436K -6,279 -57%
CWA
442
Clearview Wealth Advisors
Oregon
$331K -$2.77K -40 -0.8%
OIA
443
OneDigital Investment Advisors
Kansas
$330K -$47.5K -687 -13%
KA
444
Kercheville Advisors
Texas
$330K -$7.09K -102 -2%
FC
445
FCA Corp
Texas
$323K – – –
PCM
446
Parsons Capital Management
Rhode Island
$322K – – –
APW
447
Austin Private Wealth
Texas
$319K +$1.25K +18 +0.4%
VBFG
448
Vishria Bird Financial Group
Tennessee
$314K -$31.3K -451 -9%
SF
449
Symphony Financial
Texas
$311K +$17.2K +242 +6%
MSFP
450
Mark Sheptoff Financial Planning
Connecticut
$309K – – –
16 17
18
19 20