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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACG
476
Allen Capital Group
Nebraska
$325K +$5.25K +93 +2%
JCM
477
Jacobi Capital Management
Pennsylvania
$324K -$10.8K -192 -3%
CCM
478
Cullen Capital Management
New York
$323K – – –
BG
479
Benedetti & Gucer
Georgia
$323K +$323K +5,726 New
AIMCA
480
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$322K – – –
IF
481
Intrua Financial
Texas
$321K +$12.2K +217 +4%
IP
482
Ignite Planners
California
$319K -$1.96K -35 -0.6%
PFS
483
Prospera Financial Services
Texas
$319K +$319K +5,654 New
NW
484
NewEdge Wealth
Pennsylvania
$317K +$6.38K +114 +2%
SF
485
Symphony Financial
Texas
$314K – – –
Teacher Retirement System of Texas
486
Teacher Retirement System of Texas
Texas
$314K -$1.88M -33,272 -86%
TMAM
487
Tokio Marine Asset Management
Japan
$314K – – –
BFG
488
Berger Financial Group
Minnesota
$313K -$57.7K -1,023 -16%
PAS
489
Park Avenue Securities
New York
$312K -$38.4K -680 -11%
EWA
490
EP Wealth Advisors
California
$309K +$24K +426 +8%
HHRDM
491
H&H Retirement Design & Management
Nevada
$309K – – –
ECM
492
Evergreen Capital Management
Washington
$304K -$6.82K -119 -2%
VFA
493
Valeo Financial Advisors
Indiana
$304K – – –
SAM
494
Shell Asset Management
Netherlands
$303K -$214K -3,888 -41%
AAS
495
Ameritas Advisory Services
Nebraska
$303K -$625K -11,171 -67%
MSFS
496
Main Street Financial Solutions
Pennsylvania
$301K +$12.4K +220 +4%
PTC
497
Private Trust Company
Ohio
$301K -$74.2K -1,315 -20%
CAM
498
Carret Asset Management
New York
$300K – – –
DDC
499
DF Dent & Co
Maryland
$298K +$33.2K +589 +13%
TSS
500
Two Sigma Securities
New York
$298K +$74.6K +1,322 +33%
18 19
20
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