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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
NGA
451
Naples Global Advisors
Florida
$379K
RFM
452
Royal Fund Management
Florida
$379K +$73 +1 +0%
MCM
453
MV Capital Management
Maryland
$379K +$283K +3,864 +291%
VCA
454
Verdence Capital Advisors
Maryland
$376K +$377K +5,150 New
TPCW
455
TD Private Client Wealth
New York
$368K +$184K +2,516 +100%
LNC
456
Lincoln National Corp
Pennsylvania
$366K +$66.9K +914 +22%
IRF
457
IBM Retirement Fund
New York
$363K -$66.4K -907 -15%
VCM
458
Virtue Capital Management
Tennessee
$360K -$143K -1,950 -28%
APA
459
American Portfolios Advisors
New York
$360K +$77.1K +1,054 +27%
WAM
460
World Asset Management
Michigan
$359K -$14.8K -202 -4%
SWG
461
Summit Wealth Group
Vermont
$354K -$44.7K -611 -11%
PCM
462
Parsons Capital Management
Rhode Island
$354K +$14.9K +204 +4%
ATC
463
Argent Trust Co
Tennessee
$353K +$354K +4,840 New
QSS
464
Quantitative Systematic Strategies
Florida
$350K +$350K +4,784 New
CWA
465
Clearview Wealth Advisors
Oregon
$349K -$512 -7 -0.1%
PCA
466
Personal Capital Advisors
California
$348K +$40.6K +555 +13%
MYAM
467
Meiji Yasuda Asset Management
Japan
$343K -$29.9K -409 -8%
KeyBank National Association
468
KeyBank National Association
Ohio
$343K +$344K +4,699 New
AWM
469
Apollon Wealth Management
South Carolina
$342K -$14.8K -202 -4%
KA
470
Kercheville Advisors
Texas
$340K -$7.47K -102 -2%
APW
471
Austin Private Wealth
Texas
$339K +$2.42K +33 +0.7%
IFG
472
Independent Financial Group
California
$338K +$34K +464 +11%
TPA
473
Trivium Point Advisory
Connecticut
$336K -$685K -9,363 -67%
WDC
474
Woodward Diversified Capital
California
$335K +$28.5K +389 +9%
FC
475
FCA Corp
Texas
$334K

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.