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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
476
MGO One Seven
Ohio
$331K +$103K +1,403 +45%
TA
477
Tectonic Advisors
Texas
$327K +$50K +683 +18%
MSFP
478
Mark Sheptoff Financial Planning
Connecticut
$325K
MAM
479
Meeder Asset Management
Ohio
$324K -$32.1K -438 -9%
NIA
480
Northstar Investment Advisors
Colorado
$321K +$7.68K +105 +3%
PA
481
Procyon Advisors
Connecticut
$321K +$321K +4,390 New
FRM
482
Fox Run Management
Connecticut
$320K +$320K +4,378 New
OIA
483
OneDigital Investment Advisors
Kansas
$318K -$30.3K -414 -9%
JIC
484
Joel Isaacson & Co
New York
$318K
VBFG
485
Vishria Bird Financial Group
Tennessee
$316K -$14.8K -202 -4%
CPO
486
Cerity Partners OCIO
New York
$316K +$1.76K +24 +0.6%
RWM
487
Ritholtz Wealth Management
New York
$316K +$316K +4,321 New
GAM
488
Garrison Asset Management
Arkansas
$315K +$220 +3 +0.1%
Simplex Trading
489
Simplex Trading
Illinois
$313K -$345K -4,720 -52%
DWM
490
Doyle Wealth Management
Florida
$312K +$312K +4,266 New
SF
491
Symphony Financial
Texas
$305K -$17.7K -242 -6%
CFGS
492
Concourse Financial Group Securities
Alabama
$305K +$13.3K +182 +5%
VF
493
Virtu Financial
New York
$296K -$634K -8,663 -68%
GC
494
Gilbert & Cook
Iowa
$296K +$7.17K +98 +2%
GRP
495
Global Retirement Partners
California
$293K +$67.1K +917 +30%
MPW
496
Monterey Private Wealth
California
$289K
HL
497
HeadInvest LLC
Maine
$286K +$8.05K +110 +3%
HFA
498
High Falls Advisors
New York
$283K
LA
499
LVW Advisors
New York
$283K
CAS
500
Cascadia Advisory Services
Oregon
$282K

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.