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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$219M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
BlackRock
3
BlackRock
New York
$1.5B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M
5
UBS Group
5
UBS Group
Switzerland
$104M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APP
451
Avantax Planning Partners
Iowa
$339K 6,219 -218 -3%
HHRDM
452
H&H Retirement Design & Management
Nevada
$339K 5,494 – –
FTWA
453
Fifth Third Wealth Advisors
Ohio
$337K 6,187 -125 -2%
FPAS
454
Focus Partners Advisor Solutions
Missouri
$335K 6,153 -1,880 -23%
IMCOOI
455
Investment Management Corp of Ontario (IMCO)
Canada
$334K 6,129 -1,100 -15%
CA
456
Commerzbank Aktiengesellschaft
Germany
$333K 6,084 – –
RPCONE
457
Retirement Planning Company of New England
Rhode Island
$333K 6,105 +1,549 +34%
BIAS
458
Beacon Investment Advisory Services
New Jersey
$331K 6,070 -2,559 -30%
JCM
459
Jacobi Capital Management
Pennsylvania
$329K 6,042 +150 +3%
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$327K 5,997 -1,521 -20%
MS
461
Madden Securities
Texas
$326K 5,990 -290 -5%
CF
462
Centaurus Financial
California
$325K 5,962 -124 -2%
AFG
463
Atomi Financial Group
New York
$325K 5,963 -1,961 -25%
SC
464
Sawyer & Company
Massachusetts
$323K 5,920 -775 -12%
TMAM
465
Tokio Marine Asset Management
Japan
$322K 5,910 – –
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$321K 5,884 -6,387 -52%
WWM
467
Western Wealth Management
Colorado
$320K 5,879 +73 +1%
TNA
468
True North Advisors
Texas
$319K 5,859 – –
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$318K 5,838 -1,745 -23%
NW
470
NewEdge Wealth
Pennsylvania
$316K 5,808 -1,035 -15%
ACG
471
Allen Capital Group
Nebraska
$313K 5,752 -21 -0.4%
IA
472
Inspire Advisors
Idaho
$311K 5,708 -1,680 -23%
PIA
473
Perennial Investment Advisors
California
$307K 5,642 -1,217 -18%
GC
474
Gilbert & Cook
Iowa
$307K 5,642 +122 +2%
GT
475
Glenmede Trust
Pennsylvania
$305K 5,593 -239 -4%
17 18
19
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