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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$362M
3
CIM
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
State Street
Massachusetts
$518M
5
Charles Schwab
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
BlackRock
New York
$865M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
American Century Companies
Missouri
$8.72M
4
PI
PGGM Investments
Netherlands
$84.4M
5
UBS AM
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHIMC
476
Private Harbour Investment Management & Counsel
Ohio
$203K +$203K +3,063 New
TC
477
TownSquare Capital
Utah
$202K -$24.2K -373 -11%
FHC
478
First Heartland Consultants
Missouri
$202K +$202K +3,051 New
SBSB
479
Sullivan, Bruyette, Speros & Blaney
Virginia
$199K – – –
LWM
480
Lenox Wealth Management
Ohio
$194K – – –
APA
481
American Portfolios Advisors
New York
$185K -$15.9K -240 -8%
ARMT
482
Amica Retiree Medical Trust
Rhode Island
$184K – – –
SF
483
Synovus Financial
Georgia
$183K -$215K -3,245 -54%
EIP
484
Ellis Investment Partners
Pennsylvania
$183K +$161K +2,391 +731%
IWP
485
IAG Wealth Partners
Wisconsin
$160K -$11.6K -174 -7%
AWM
486
AllSquare Wealth Management
New York
$156K -$6.78K -102 -4%
JCM
487
Jacobi Capital Management
Pennsylvania
$154K +$18.3K +276 +14%
AIG
488
American International Group
New York
$151K -$36.9K -558 -20%
AAM
489
Advisors Asset Management
Colorado
$149K -$192K -2,897 -56%
HPC
490
HM Payson & Co
Maine
$149K -$124K -1,869 -45%
GWMIA
491
Global Wealth Management Investment Advisory
Florida
$148K +$18.9K +286 +15%
POIA
492
Pin Oak Investment Advisors
Texas
$142K – – –
CFD
493
Creative Financial Designs
Indiana
$141K +$141K +2,135 New
KPW
494
Kore Private Wealth
New York
$137K – – –
BWP
495
Baldwin Wealth Partners
Massachusetts
$135K -$135K -2,042 -50%
VI
496
Vestcor Inc
New Brunswick, Canada
$130K -$249K -3,771 -66%
SIC
497
Salem Investment Counselors
North Carolina
$130K – – –
PA
498
Parallel Advisors
California
$126K -$2.24K -34 -2%
SSB
499
Sandy Spring Bank
Maryland
$126K – – –
LS
500
Livforsakringsbolaget Skandia
Sweden
$122K – – –
18 19
20
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