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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$38.1M 699,961 -27,335 -4%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$36.5M 670,027 +19,418 +3%
Victory Capital Management
28
Victory Capital Management
Texas
$36.1M 663,317 +109,438 +20%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$36.1M 662,113 +3,709 +0.6%
Swiss National Bank
30
Swiss National Bank
Switzerland
$33.7M 618,251 -31,200 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$31.6M 579,762 -86,105 -13%
Raymond James Financial
32
Raymond James Financial
Florida
$31.4M 577,139 +577,139 New
Caisse de Depot et Placement du Quebec (CDPQ)
33
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M 571,289 +571,289 New
ACM
34
Advisors Capital Management
New Jersey
$30.7M 562,654 -115,155 -17%
Millennium Management
35
Millennium Management
New York
$29.4M 538,933 +451,262 +515%
ZIM
36
Zacks Investment Management
Illinois
$28.1M 514,898 -98,908 -16%
Principal Financial Group
37
Principal Financial Group
Iowa
$27.3M 501,566 -5,122 -1%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$27.2M 500,063 +94,255 +23%
Goldman Sachs
39
Goldman Sachs
New York
$25.3M 463,740 -2,222 -0.5%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$25M 458,323 -30,484 -6%
Canada Life
41
Canada Life
Manitoba, Canada
$24.8M 454,720 +14,505 +3%
Asset Management One
42
Asset Management One
Japan
$23.6M 433,241 +4,279 +1%
AllianceBernstein
43
AllianceBernstein
Tennessee
$23M 421,576 +48,400 +13%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.2M 389,320 -7,847 -2%
Barclays
45
Barclays
United Kingdom
$21.1M 387,839 +33,931 +10%
Brown Advisory
46
Brown Advisory
Maryland
$21M 386,343 -18,048 -4%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$20.1M 368,479 -437,603 -54%
Wells Fargo
48
Wells Fargo
California
$19.8M 364,236 -15,617 -4%
Nomura Asset Management
49
Nomura Asset Management
Japan
$19.4M 355,333 +12,560 +4%
DFG
50
Demars Financial Group
Washington
$18.3M 998,292 +988,409 +10,001%
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