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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
RJT
426
Raymond James Trust
Florida
$428K -$1.46K -20 -0.3%
Fisher Asset Management
427
Fisher Asset Management
Washington
$427K -$12.6K -172 -3%
JCM
428
Jacobi Capital Management
Pennsylvania
$426K +$257K +3,509 +151%
MAM
429
Morse Asset Management
Connecticut
$425K +$74.7K +1,021 +21%
JWM
430
Jackson Wealth Management
Florida
$422K
DDC
431
DF Dent & Co
Maryland
$420K
KCM
432
Kathmere Capital Management
Pennsylvania
$414K -$18.9K -258 -4%
LA
433
LexAurum Advisors
Kansas
$413K -$62.7K -857 -13%
JF
434
Jump Financial
Illinois
$412K +$413K +5,643 New
AWA
435
Arkadios Wealth Advisors
Georgia
$411K +$43.6K +595 +12%
BSW
436
Buckingham Strategic Wealth
Missouri
$410K -$40.1K -548 -9%
BFM
437
Boston Financial Management
Massachusetts
$410K
FBC
438
Fairfield, Bush & Co
Connecticut
$410K
DI
439
Diligent Investors
California
$408K +$732 +10 +0.2%
CIC
440
Carnegie Investment Counsel
Ohio
$404K -$312K -4,265 -44%
OC
441
Oakworth Capital
Alabama
$403K
CTA
442
Chesley Taft & Associates
Illinois
$399K
HHRDM
443
H&H Retirement Design & Management
Nevada
$399K +$4.9K +67 +1%
VVP
444
Venture Visionary Partners
Ohio
$398K +$399K +5,456 New
ASFA
445
All Season Financial Advisors
Colorado
$394K +$395K +5,398 New
XT
446
XTX Topco
Cayman Islands
$390K +$390K +5,330 New
PRC
447
Pearl River Capital
Michigan
$388K +$389K +5,310 New
NFG
448
Next Financial Group
Texas
$385K +$10.8K +147 +3%
GWSG
449
GPS Wealth Strategies Group
Colorado
$384K +$220 +3 +0.1%
PWA
450
Physician Wealth Advisors
Utah
$380K +$7.47K +102 +2%

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.