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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
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$219M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
BlackRock
3
BlackRock
New York
$1.5B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M
5
UBS Group
5
UBS Group
Switzerland
$104M

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 %
MC
426
Machina Capital
France
$390K 7,159 +7,159 New
BP
427
Ballentine Partners
Massachusetts
$388K 7,131 +559 +9%
EAM
428
Everstar Asset Management
North Carolina
$387K 7,096 +579 +9%
MWM
429
Modern Wealth Management
Kansas
$385K 7,074 -1,211 -15%
TFA
430
Teamwork Financial Advisors
Texas
$383K 7,038 -343 -5%
SPC
431
Sigma Planning Corp
Michigan
$383K 7,033 -1,128 -14%
AI
432
AXS Investments
New York
$381K 7,000 -5,500 -44%
Credit Agricole
433
Credit Agricole
France
$373K 6,851 +2,051 +43%
KOMWMG
434
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$373K 6,839 -681 -9%
JWCA
435
J.W. Cole Advisors
Florida
$372K 6,832 +134 +2%
ECM
436
Evergreen Capital Management
Washington
$371K 6,713 -1,613 -19%
BNP Paribas Asset Management
437
BNP Paribas Asset Management
France
$371K 6,812 +1,189 +21%
AC
438
Allstate Corporation
Illinois
$366K 6,725 +6,725 New
CAG
439
Crestwood Advisors Group
Massachusetts
$365K 6,692 -10 -0.1%
HA
440
Herold Advisors
New York
$362K 6,643 -234 -3%
RW
441
Rockport Wealth
Ohio
$361K 6,271 – –
WIA
442
World Investment Advisors
California
$361K 6,625 +6,625 New
IAIM
443
International Assets Investment Management
Florida
$358K 6,595 -400,709 -98%
EC
444
EntryPoint Capital
New York
$353K 6,488 +6,488 New
DADC
445
D.A. Davidson & Co
Montana
$352K 6,455 -295 -4%
PAS
446
Park Avenue Securities
New York
$351K 6,443 +560 +10%
AW
447
Avion Wealth
Texas
$349K 6,413 – –
RA
448
RFG Advisory
Alabama
$347K 6,373 +3,049 +92%
BRWA
449
B. Riley Wealth Advisors
Florida
$341K 6,165 +315 +5%
CIC
450
Cornercap Investment Counsel
Georgia
$339K 6,227 -247 -4%
16 17
18
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