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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$37.6M
4
EIC
Equity Investment Corp
Georgia
$81M
5
PI
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
UBS AM
Illinois
$14.9M
4
RIM
Rush Island Management
New York
$0
5
Daiwa Securities Group
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
476
True North Advisors
Texas
$327K – – –
QWM
477
Quadcap Wealth Management
Texas
$326K -$5.67K -103 -2%
GC
478
Gratus Capital
Georgia
$325K +$325K +5,899 New
HHRDM
479
H&H Retirement Design & Management
Nevada
$325K – – –
AFCM
480
Applied Finance Capital Management
Puerto Rico
$324K +$324K +5,884 New
MOS
481
MGO One Seven
Ohio
$323K -$69.9K -1,270 -18%
WWM
482
Western Wealth Management
Colorado
$321K -$42.9K -780 -12%
RPCONE
483
Retirement Planning Company of New England
Rhode Island
$319K -$20.3K -369 -6%
RW
484
Rockport Wealth
Ohio
$318K – – –
JCM
485
Jacobi Capital Management
Pennsylvania
$317K +$1.49K +27 +0.5%
WFS
486
Widmann Financial Services
Maryland
$317K -$5.51K -100 -2%
ACG
487
Allen Capital Group
Nebraska
$317K – – –
LMIM
488
Lockheed Martin Investment Management
Maryland
$317K -$183K -3,325 -37%
PCIA
489
Prime Capital Investment Advisors
Kansas
$316K -$4.13K -75 -1%
IP
490
Ignite Planners
California
$316K +$2.26K +41 +0.7%
CCM
491
Cullen Capital Management
New York
$315K – – –
GT
492
Greenleaf Trust
Michigan
$315K +$315K +5,720 New
PA
493
Profund Advisors
Maryland
$312K -$35.7K -649 -10%
SF
494
Symphony Financial
Texas
$311K +$1.22K +22 +0.4%
TMAM
495
Tokio Marine Asset Management
Japan
$306K – – –
DDC
496
DF Dent & Co
Maryland
$306K +$14.8K +268 +5%
GC
497
Gilbert & Cook
Iowa
$305K -$28.3K -514 -8%
Walleye Trading
498
Walleye Trading
New York
$305K +$22.9K +416 +8%
UCFA
499
United Capital Financial Advisors
Texas
$304K -$66.2K -1,202 -18%
HAS
500
HBW Advisory Services
California
$301K -$1.54M -27,921 -84%
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