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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
1
Resolution Capital
Australia
$31.8M
2
ZIM
2
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
3
Capital World Investors
California
$202M
4
Barclays
4
Barclays
United Kingdom
$31.6M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$60.6M 782,538 -33,509 -4%
AAMU
27
APG Asset Management US
New York
$59.5M 768,823 -59,799 -7%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$58.6M 755,972 +38,999 +5%
Brown Advisory
29
Brown Advisory
Maryland
$53.2M 686,995 +18,101 +3%
Bank of America
30
Bank of America
North Carolina
$52.8M 681,197 +174,201 +34%
Wells Fargo
31
Wells Fargo
California
$44.7M 576,581 -50,662 -8%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$43.8M 565,229 -1,811 -0.3%
ZIM
33
Zacks Investment Management
Illinois
$43.3M 559,384 -639,695 -53%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$41.1M 1,782,450 +1,270,889 +248%
VRS
35
Virginia Retirement Systems
Virginia
$39.1M 504,682 -110,518 -18%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$37.6M 485,506 +80,053 +20%
ACM
37
Advisors Capital Management
New Jersey
$37.3M 481,263 +18,781 +4%
Asset Management One
38
Asset Management One
Japan
$36.8M 474,827 +14,400 +3%
CS
39
Credit Suisse
Switzerland
$36.3M 468,219 +43,521 +10%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$33.9M 437,874 -58,877 -12%
RC
41
Resolution Capital
Australia
$31.8M 410,199 -965,227 -70%
Barclays
42
Barclays
United Kingdom
$31.6M 408,139 -483,371 -54%
Allianz Asset Management
43
Allianz Asset Management
Germany
$31.5M 406,525 -60,523 -13%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$30.8M 388,095 +197,247 +103%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.1M 388,660 +38,331 +11%
Osaic Holdings
46
Osaic Holdings
Arizona
$29.1M 376,314 -697 -0.2%
Invesco
47
Invesco
Georgia
$28.3M 365,757 +33,196 +10%
RJA
48
Raymond James & Associates
Florida
$27.2M 351,627 +18,300 +5%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$26.6M 342,817 +15,537 +5%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$25M 322,753 -60,765 -16%
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