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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$362M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
4
State Street
Massachusetts
$518M
5
Charles Schwab
5
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$865M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
3
American Century Companies
Missouri
$8.72M
4
PI
4
PGGM Investments
Netherlands
$84.4M
5
UBS AM
5
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$47.2M +$12.2M +183,572 +35%
First Trust Advisors
27
First Trust Advisors
Illinois
$47M -$6.91M -104,274 -13%
Ameriprise
28
Ameriprise
Minnesota
$45.8M +$6.32M +95,265 +16%
Brown Advisory
29
Brown Advisory
Maryland
$44.6M -$10.5M -159,050 -19%
Wells Fargo
30
Wells Fargo
California
$35.7M -$1.97M -29,682 -5%
Bank of America
31
Bank of America
North Carolina
$34.3M +$10.6M +160,312 +45%
ZIM
32
Zacks Investment Management
Illinois
$32.8M +$806K +12,172 +3%
Millennium Management
33
Millennium Management
New York
$31.6M +$27.3M +412,647 +639%
LPL Financial
34
LPL Financial
California
$30.5M -$1.01M -15,190 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$30M +$863K +13,023 +3%
Asset Management One
36
Asset Management One
Japan
$30M -$1.12M -16,856 -4%
BC
37
Brookfield Corp
Ontario, Canada
$29.8M +$29.8M +450,307 New
VRS
38
Virginia Retirement Systems
Virginia
$29.2M +$11.1M +167,240 +61%
ACM
39
Advisors Capital Management
New Jersey
$27.8M +$809K +12,208 +3%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$25.5M -$722K -10,899 -3%
RGREA
41
Ranger Global Real Estate Advisors
Colorado
$25M +$25M +376,803 New
Osaic Holdings
42
Osaic Holdings
Arizona
$23.5M -$4.55M -68,605 -16%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$23.2M +$269K +4,054 +1%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$21.3M +$166K +2,505 +0.8%
GWM
45
Geneos Wealth Management
Colorado
$21M +$133K +2,049 +0.6%
NIPH
46
NN Investment Partners Holdings
Netherlands
$19.7M -$235K -3,544 -1%
National Pension Service
47
National Pension Service
South Korea
$19.5M +$3.26M +49,206 +20%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$18.9M -$1.79M -27,056 -9%
BAM
49
Berkshire Asset Management
Pennsylvania
$18.8M +$390K +5,883 +2%
APG Asset Management
50
APG Asset Management
Netherlands
$18.7M -$13.5M -228,831 -42%
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