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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTWA
451
Fifth Third Wealth Advisors
Ohio
$393K +$1.74K +28 +0.4%
MS
452
Madden Securities
Texas
$391K – – –
RW
453
Rockport Wealth
Ohio
$391K +$30.5K +489 +8%
AWM
454
Aspire Wealth Management
Massachusetts
$387K +$2.18K +35 +0.6%
PFS
455
Prospera Financial Services
Texas
$381K -$1.75K -28 -0.5%
KIG
456
Kowal Investment Group
Wisconsin
$380K +$2.06K +33 +0.5%
CA
457
Commerzbank Aktiengesellschaft
Germany
$380K – – –
SSG
458
Summit Securities Group
New York
$380K +$380K +6,100 New
CF
459
Centaurus Financial
California
$379K -$18.7K -301 -5%
CWM
460
Campbell Wealth Management
Virginia
$378K -$111K -1,783 -23%
S
461
SignatureFD
Georgia
$376K -$46K -739 -11%
CF
462
Clarity Financial
Texas
$376K +$376K +6,034 New
PAM
463
Panagora Asset Management
Massachusetts
$373K – – –
Empower Advisory Group
464
Empower Advisory Group
Colorado
$371K -$35.1K -564 -9%
QWM
465
Quadcap Wealth Management
Texas
$369K +$748 +12 +0.2%
KA
466
Kovack Advisors
Florida
$369K -$31K -497 -8%
TMAM
467
Tokio Marine Asset Management
Japan
$368K +$21.9K +352 +6%
BRWA
468
B. Riley Wealth Advisors
Florida
$368K -$100K -1,594 -21%
JCM
469
Jacobi Capital Management
Pennsylvania
$367K +$7.79K +125 +2%
AF
470
Apollon Financial
South Carolina
$366K +$366K +5,876 New
PAS
471
Park Avenue Securities
New York
$366K -$30K -483 -8%
TNA
472
True North Advisors
Texas
$365K -$4.98K -80 -1%
PI
473
PEAK6 Investments
Illinois
$364K +$154K +2,467 +73%
GT
474
Glenmede Trust
Pennsylvania
$363K -$10.1K -162 -3%
WWM
475
Western Wealth Management
Colorado
$362K -$1.81K -29 -0.5%
17 18
19
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