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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 %
LCWP
426
Legacy Capital Wealth Partners
Arkansas
$416K +$416K +7,549 New
LNWWM
427
Laird Norton Wetherby Wealth Management
California
$413K +$15.4K +280 +4%
P
428
&Partners
Tennessee
$412K +$412K +7,492 New
FFN
429
Focus Financial Network
Minnesota
$409K +$8.05K +134 +2%
EIA
430
Eldridge Investment Advisors
New Hampshire
$409K -$79.9K -1,450 -16%
CS
431
Candriam SCA
Luxembourg
$408K -$59.3K -1,078 -13%
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$405K -$11.5K -208 -3%
CIBC Asset Management
433
CIBC Asset Management
Ontario, Canada
$405K +$12.9K +234 +3%
AWM
434
Axxcess Wealth Management
California
$391K -$9.19K -167 -2%
BC
435
Burney Company
Virginia
$390K -$7.71K -140 -2%
BFM
436
Boston Financial Management
Massachusetts
$384K -$45.7K -830 -11%
FLI
437
Family Legacy Inc
South Carolina
$383K -$10.4K -189 -3%
XT
438
XTX Topco
Cayman Islands
$382K -$90K -1,634 -19%
DCM
439
Dudley Capital Management
Virginia
$380K – – –
HWM
440
Heirloom Wealth Management
Colorado
$380K -$306K -5,557 -45%
KWA
441
Kingswood Wealth Advisors
California
$378K -$60.5K -1,099 -14%
S
442
SignatureFD
Georgia
$373K -$25.3K -460 -6%
SC
443
Sawyer & Company
Massachusetts
$369K – – –
CAG
444
Crestwood Advisors Group
Massachusetts
$365K -$6.88K -125 -2%
NW
445
NewEdge Wealth
Pennsylvania
$363K +$50.8K +923 +16%
DADC
446
D.A. Davidson & Co
Montana
$362K -$37.9K -688 -9%
BP
447
Ballentine Partners
Massachusetts
$360K -$19.3K -351 -5%
TRCT
448
Tower Research Capital (TRC)
New York
$360K -$84.4K -1,534 -19%
IAIM
449
International Assets Investment Management
Florida
$359K +$12.9K +235 +4%
Empower Advisory Group
450
Empower Advisory Group
Colorado
$359K -$33.1K -601 -8%
16 17
18
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