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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 %
TSS
451
Two Sigma Securities
New York
$307K +$307K +4,435 New
JIC
452
Joel Isaacson & Co
New York
$301K – – –
GAM
453
Garrison Asset Management
Arkansas
$299K – – –
CPO
454
Cerity Partners OCIO
New York
$298K +$1.66K +24 +0.6%
PCA
455
Personal Capital Advisors
California
$291K -$61.9K -893 -18%
WDC
456
Woodward Diversified Capital
California
$290K -$26.7K -385 -8%
MPW
457
Monterey Private Wealth
California
$285K – – –
EOJOAM
458
E. Ohman J:or Asset Management
Sweden
$283K – – –
LNC
459
Lincoln National Corp
Pennsylvania
$283K -$1.8K -26 -0.6%
CFGS
460
Concourse Financial Group Securities
Alabama
$277K -$2.39K -34 -0.9%
TFA
461
TPG Financial Advisors
Oregon
$276K – – –
NIA
462
Northstar Investment Advisors
Colorado
$274K – – –
GC
463
Gilbert & Cook
Iowa
$274K +$28.2K +407 +11%
Rockefeller Capital Management
464
Rockefeller Capital Management
New York
$272K +$4.71K +68 +2%
LA
465
LVW Advisors
New York
$269K – – –
HFA
466
High Falls Advisors
New York
$269K – – –
APA
467
American Portfolios Advisors
New York
$268K +$34.7K +500 +15%
CAS
468
Cascadia Advisory Services
Oregon
$267K +$267K +3,858 New
SWM
469
Spire Wealth Management
Virginia
$266K +$266K +3,834 New
PL
470
Plancorp LLC
Missouri
$265K – – –
HL
471
HeadInvest LLC
Maine
$264K – – –
PA
472
Profund Advisors
Maryland
$263K +$52.5K +756 +25%
TA
473
Tectonic Advisors
Texas
$263K +$263K +3,795 New
SFA
474
Sequoia Financial Advisors
Ohio
$260K -$1.11K -16 -0.4%
CWM
475
Campbell Wealth Management
Virginia
$259K -$65.1K -938 -20%
17 18
19
20 21