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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 %
KPWS
451
Kestra Private Wealth Services
Texas
$359K +$5.98K +107 +2%
HA
452
Herold Advisors
New York
$358K -$142K -2,584 -28%
MM
453
MQS Management
New York
$358K +$358K +6,501 New
KA
454
Kovack Advisors
Florida
$353K -$65.2K -1,185 -16%
AW
455
Avion Wealth
Texas
$353K +$495 +9 +0.1%
CF
456
Centaurus Financial
California
$352K -$61.5K -1,115 -15%
TPA
457
Trivium Point Advisory
Connecticut
$350K -$543K -9,859 -61%
PAS
458
Park Avenue Securities
New York
$350K +$46.3K +843 +15%
FTWA
459
Fifth Third Wealth Advisors
Ohio
$346K +$346K +6,284 New
MS
460
Madden Securities
Texas
$346K -$27.5K -500 -7%
MSFS
461
Main Street Financial Solutions
Pennsylvania
$345K +$51.3K +932 +17%
APP
462
Avantax Planning Partners
Iowa
$345K +$24.1K +437 +8%
LFA
463
LGT Financial Advisors
Texas
$345K -$196K -3,569 -36%
AFG
464
Atomi Financial Group
New York
$342K +$108K +1,956 +46%
OIA
465
Optimum Investment Advisors
Illinois
$342K -$38.5K -700 -10%
AWM
466
Aspire Wealth Management
Massachusetts
$340K +$115K +2,098 +51%
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$339K -$205K -3,719 -38%
IF
468
Intrua Financial
Texas
$339K +$25.7K +466 +8%
PFS
469
Prospera Financial Services
Texas
$338K +$27K +490 +9%
WA
470
Wambolt & Associates
Colorado
$338K -$56K -1,026 -14%
CA
471
Commerzbank Aktiengesellschaft
Germany
$335K – – –
KIG
472
Kowal Investment Group
Wisconsin
$334K +$11K +199 +3%
GT
473
Glenmede Trust
Pennsylvania
$330K -$5.56K -101 -2%
VI
474
Versor Investments
New York
$330K -$182K -3,300 -36%
PAM
475
Panagora Asset Management
Massachusetts
$330K -$507K -9,218 -61%
17 18
19
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