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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
3
BlackRock
New York
$1.17B
4
PI
4
PGGM Investments
Netherlands
$139M
5
State Street
5
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$351M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.4M
5
N
5
Natixis
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
26
American Century Companies
Missouri
$74.6M 973,990 +69,126 +8%
Barclays
27
Barclays
United Kingdom
$69.7M 910,232 +149,845 +20%
AAMU
28
APG Asset Management US
New York
$64.8M 846,023 -70,591 -8%
LPL Financial
29
LPL Financial
California
$63.8M 833,184 +12,869 +2%
Swiss National Bank
30
Swiss National Bank
Switzerland
$61.3M 800,516 -52,932 -6%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$56M 732,029 -23,538 -3%
Brown Advisory
32
Brown Advisory
Maryland
$52.3M 682,941 -134,796 -16%
Wells Fargo
33
Wells Fargo
California
$49M 640,415 +68,585 +12%
VRS
34
Virginia Retirement Systems
Virginia
$48.1M 628,119 -94,034 -13%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$44.3M 578,948 +212,164 +58%
ZIM
36
Zacks Investment Management
Illinois
$42.7M 1,224,260 +690,813 +129%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$40M 522,304 +20,977 +4%
Bank of America
38
Bank of America
North Carolina
$39.6M 517,643 +6,311 +1%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$38.8M 507,183 +4,037 +0.8%
Allianz Asset Management
40
Allianz Asset Management
Germany
$36.5M 476,856 -11,308 -2%
ACM
41
Advisors Capital Management
New Jersey
$36.1M 472,194 -185 -0%
Asset Management One
42
Asset Management One
Japan
$36.1M 470,096 +35,061 +8%
CS
43
Credit Suisse
Switzerland
$33.2M 433,617 +103,801 +31%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$31.7M 413,968 +89,243 +27%
Goldman Sachs
45
Goldman Sachs
New York
$30.4M 397,731 -247,534 -38%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$30M 391,572 -195,307 -33%
SSA
47
Schonfeld Strategic Advisors
New York
$29.5M 385,713 +350,124 +984%
Osaic Holdings
48
Osaic Holdings
Arizona
$29.5M 384,928 -12,818 -3%
Millennium Management
49
Millennium Management
New York
$28.2M 368,243 +307,951 +511%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.4M 357,686 -73,736 -17%
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