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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PS
26
Presima Securities
Quebec, Canada
$39.9M 564,500 +145,400 +35%
LPL Financial
27
LPL Financial
California
$38.1M 538,300 +36,488 +7%
Ameriprise
28
Ameriprise
Minnesota
$37.5M 528,396 +34,790 +7%
Goldman Sachs
29
Goldman Sachs
New York
$36.5M 516,364 -11,745 -2%
Wells Fargo
30
Wells Fargo
California
$34.6M 489,641 -25,174 -5%
Renaissance Technologies
31
Renaissance Technologies
New York
$34.1M 482,200 +482,200 New
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$33.4M 472,147 -293,015 -38%
ACM
33
Advisors Capital Management
New Jersey
$31.5M 445,496 +49,328 +12%
ZIM
34
Zacks Investment Management
Illinois
$30.6M 431,974 +1,926 +0.4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$29.6M 418,984 +6,958 +2%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$29.6M 418,698 +153,526 +58%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$29.1M 410,625 -6,415 -2%
Barclays
38
Barclays
United Kingdom
$28.2M 398,006 +241,608 +154%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$27.7M 391,000 -143,200 -27%
Asset Management One
40
Asset Management One
Japan
$27.1M 382,463 -12,129 -3%
Citigroup
41
Citigroup
New York
$25.8M 365,141 +37,877 +12%
CS
42
Credit Suisse
Switzerland
$25.7M 362,881 +9,376 +3%
Osaic Holdings
43
Osaic Holdings
Arizona
$24.1M 339,965 +3,950 +1%
GWM
44
Geneos Wealth Management
Colorado
$23.6M 314,840 +584 +0.2%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$22.6M 319,483 +6,035 +2%
FP
46
Foundry Partners
Minnesota
$21.2M 300,010 +98,590 +49%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.9M 295,101 +33,597 +13%
Millennium Management
48
Millennium Management
New York
$20.2M 285,353 +7,764 +3%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$19.4M 273,998 +109,261 +66%
BAM
50
Berkshire Asset Management
Pennsylvania
$18.3M 258,410 -15,878 -6%
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