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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
451
Focus Financial Network
Minnesota
$365K +$365K +6,682 New
AW
452
Avion Wealth
Texas
$362K +$509 +9 +0.1%
KPWS
453
Kestra Private Wealth Services
Texas
$361K +$361K +6,308 New
PA
454
Profund Advisors
Maryland
$357K +$14.6K +259 +4%
3F
455
360 Financial
Minnesota
$354K -$1.13K -20 -0.3%
IAIM
456
International Assets Investment Management
Florida
$353K -$2.3K -41 -0.6%
EH
457
Equitable Holdings
New York
$352K -$55.5K -984 -14%
TW
458
TritonPoint Wealth
Maryland
$352K – – –
KFS
459
Kaizen Financial Strategies
California
$348K -$74.6K -1,322 -18%
RPCONE
460
Retirement Planning Company of New England
Rhode Island
$347K +$55.5K +984 +19%
GT
461
Glenmede Trust
Pennsylvania
$344K -$33.2K -588 -9%
CA
462
Commerzbank Aktiengesellschaft
Germany
$344K +$344K +6,084 New
SF
463
SWP Financial
California
$343K +$14.1K +250 +4%
TI
464
Tidal Investments
Wisconsin
$342K +$342K +6,068 New
GC
465
Gilbert & Cook
Iowa
$342K -$56 -1 -0%
QWM
466
Quadcap Wealth Management
Texas
$340K -$46.7K -828 -12%
TNA
467
True North Advisors
Texas
$335K – – –
CAM
468
Columbia Asset Management
Michigan
$332K – – –
KIG
469
Kowal Investment Group
Wisconsin
$331K +$102K +1,800 +44%
WFS
470
Widmann Financial Services
Maryland
$331K – – –
Fiera Capital (Canada)
471
Fiera Capital (Canada)
Quebec, Canada
$329K – – –
APP
472
Avantax Planning Partners
Iowa
$329K +$138K +2,445 +72%
PCIA
473
Prime Capital Investment Advisors
Kansas
$329K -$22.8K -404 -6%
GAA
474
Global Assets Advisory
Florida
$328K +$328K +18,391 New
RW
475
Rockport Wealth
Ohio
$325K +$325K +5,782 New
17 18
19
20 21