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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
2
Charles Schwab
California
$129M
3
Blackstone Inc
3
Blackstone Inc
New York
$21M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$21.1M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.38M
2
GCM
2
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.7M
4
HF
4
HRT Financial
New York
$0
5
PS
5
Presima Securities
Quebec, Canada
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$45.5M 623,433 +76,983 +14%
Wells Fargo
27
Wells Fargo
California
$44.7M 612,636 +97,514 +19%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$44.6M 610,085 -24,591 -4%
LPL Financial
29
LPL Financial
California
$44.3M 606,406 +32,804 +6%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$41.5M 567,781 -77,042 -12%
Ameriprise
31
Ameriprise
Minnesota
$41.1M 562,145 +6,120 +1%
ORIO
32
Old Republic International (ORI)
Illinois
$38.1M 522,000 – –
Barclays
33
Barclays
United Kingdom
$36.2M 496,032 +183,428 +59%
Bank of America
34
Bank of America
North Carolina
$35.8M 490,157 -32,171 -6%
PS
35
Presima Securities
Quebec, Canada
$35.2M 481,700 -204,400 -30%
ACM
36
Advisors Capital Management
New Jersey
$35.1M 480,670 +17,448 +4%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$34.6M 468,838 +40,452 +9%
ZIM
38
Zacks Investment Management
Illinois
$32.5M 444,716 +8,077 +2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$29.7M 406,171 +8,230 +2%
Asset Management One
40
Asset Management One
Japan
$27.9M 381,702 +5,481 +1%
Citigroup
41
Citigroup
New York
$27.8M 380,911 -14,667 -4%
Osaic Holdings
42
Osaic Holdings
Arizona
$26.7M 365,697 +10,382 +3%
VLKIM
43
Van Lanschot Kempen Investment Management
Netherlands
$25.2M 345,000 +13,057 +4%
CS
44
Credit Suisse
Switzerland
$24.9M 341,528 -30,394 -8%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$24.7M 338,435 -257,450 -43%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$23.3M 318,630 +21,692 +7%
GWM
47
Geneos Wealth Management
Colorado
$22.9M 308,333 -1,875 -0.6%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$22.6M 309,897 +2,571 +0.8%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$22.1M 297,420 +15,425 +5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$22.1M 302,899 +7,486 +3%
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