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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAMU
26
APG Asset Management US
New York
$44.4M 791,037 – –
Invesco
27
Invesco
Georgia
$43M 761,421 +136,781 +22%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$42.7M 755,969 -6,943 -0.9%
LPL Financial
29
LPL Financial
California
$40.9M 724,707 +9,971 +1%
Barclays
30
Barclays
United Kingdom
$40.6M 718,570 +230,185 +47%
Ameriprise
31
Ameriprise
Minnesota
$38.8M 684,474 -121,865 -15%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$38.5M 681,913 +9,647 +1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$37.8M 670,163 +85,245 +15%
Swiss National Bank
34
Swiss National Bank
Switzerland
$37M 654,851 -14,100 -2%
ACM
35
Advisors Capital Management
New Jersey
$34.1M 603,313 +132,443 +28%
ZIM
36
Zacks Investment Management
Illinois
$30.5M 541,246 +34,128 +7%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M 539,529 -56,100 -9%
Asset Management One
38
Asset Management One
Japan
$26.3M 466,220 -9,634 -2%
Canada Life
39
Canada Life
Manitoba, Canada
$25.7M 456,149 +9,324 +2%
Wells Fargo
40
Wells Fargo
California
$25.5M 451,026 +11,302 +3%
Brown Advisory
41
Brown Advisory
Maryland
$24.8M 438,982 -23,067 -5%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.8M 404,249 +1,424 +0.4%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$22M 390,015 -1,770 -0.5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$21.5M 380,134 +8,900 +2%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$20.6M 364,236 -32,633 -8%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$20.3M 360,336 +244,699 +212%
Osaic Holdings
47
Osaic Holdings
Arizona
$19.6M 347,237 -20,226 -6%
CS
48
Credit Suisse
Switzerland
$18.8M 332,666 -62,866 -16%
BAM
49
Berkshire Asset Management
Pennsylvania
$18.5M 327,383 +1,891 +0.6%
Nomura Asset Management
50
Nomura Asset Management
Japan
$18.1M 320,337 +16,035 +5%
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