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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
476
Advisor Partners
California
$259K -$2.85K -41 -1%
RBCM
477
Raub Brock Capital Management
California
$258K +$258K +3,716 New
PA
478
PFG Advisors
Arizona
$258K +$258K +3,722 New
BCV
479
Banque Cantonale Vaudoise
Switzerland
$255K -$35.4K -510 -12%
KWM
480
Kingsview Wealth Management
Oregon
$252K -$42.6K -600 -14%
GWS
481
Glassman Wealth Services
Virginia
$252K – – –
Manulife (Manufacturers Life Insurance)
482
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K – – –
BC
483
Brio Consultants
California
$252K +$2.01K +29 +0.8%
CFD
484
Creative Financial Designs
Indiana
$250K +$14.3K +206 +6%
VHAM
485
Van Hulzen Asset Management
California
$244K – – –
MPW
486
MA Private Wealth
California
$244K +$244K +3,527 New
MSS
487
Mitchell Sinkler & Starr
Pennsylvania
$243K – – –
SFG
488
Sovereign Financial Group
Connecticut
$243K +$25.2K +364 +12%
AA
489
Ancora Advisors
Ohio
$241K -$946K -13,659 -80%
PWM
490
Perigon Wealth Management
California
$241K +$5.62K +81 +2%
ACI
491
Alpha Cubed Investments
California
$240K – – –
MSFS
492
Main Street Financial Solutions
Pennsylvania
$234K -$69.3K -1,001 -23%
PCM
493
Poehling Capital Management
Wisconsin
$232K – – –
HFM
494
Harvest Fund Management
China
$232K +$188K +2,728 +430%
RDFA
495
Ritter Daniher Financial Advisory
Ohio
$228K – – –
LFAS
496
Level Four Advisory Services
Texas
$226K -$151K -2,178 -40%
WC
497
Woodstock Corp
Massachusetts
$225K – – –
TFA
498
Teamwork Financial Advisors
Texas
$225K +$225K +3,247 New
TC
499
TownSquare Capital
Utah
$224K +$224K +3,238 New
OWM
500
OneAscent Wealth Management
Alabama
$223K – – –
18 19
20
21 22