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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$40.1M 728,540 -94,931 -12%
Barclays
27
Barclays
United Kingdom
$37.8M 686,260 -32,310 -4%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$37.6M 684,355 +444,785 +186%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$36.8M 668,462 -1,701 -0.3%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$36.8M 668,017 -13,896 -2%
Ameriprise
31
Ameriprise
Minnesota
$36.1M 653,919 -30,555 -4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$35.6M 647,151 -7,700 -1%
ACM
33
Advisors Capital Management
New Jersey
$35.5M 645,690 +42,377 +7%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$35.4M 642,560 -113,409 -15%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$32.1M 583,851 +44,322 +8%
ZIM
36
Zacks Investment Management
Illinois
$30.5M 554,731 +13,485 +2%
Goldman Sachs
37
Goldman Sachs
New York
$25.7M 466,276 +224,950 +93%
WCP
38
Waterfront Capital Partners
New York
$25.5M 463,979 +463,979 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$25.4M 459,545 +69,530 +18%
Canada Life
40
Canada Life
Manitoba, Canada
$25.2M 458,040 +1,891 +0.4%
Asset Management One
41
Asset Management One
Japan
$23.5M 427,385 -38,835 -8%
Brown Advisory
42
Brown Advisory
Maryland
$23.2M 421,530 -17,452 -4%
Wells Fargo
43
Wells Fargo
California
$22.2M 403,880 -47,146 -10%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.1M 401,568 -2,681 -0.7%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$21.8M 396,489 +32,253 +9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$21.7M 394,997 +14,863 +4%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$19.9M 362,206 +1,870 +0.5%
RJA
48
Raymond James & Associates
Florida
$19.8M 360,517 +68,886 +24%
SSA
49
Schonfeld Strategic Advisors
New York
$19.2M 348,139 +342,894 +6,538%
Nomura Asset Management
50
Nomura Asset Management
Japan
$18.4M 334,496 +14,159 +4%
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