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W.P. Carey
WPC

Overview Fund Activity

597 hedge funds and large institutions have $9.09B invested in W.P. Carey in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 178 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+13
Holders Change %
+2.23%
% of All Funds
13.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
76
Increased
206
Reduced
178
Closed
60
Calls
$17.7M
Puts
$33.8M
Net Calls
-$16.1M
Net Calls Change
-$30.3M

Top Buyers

1
PI
PGGM Investments
Netherlands
$232M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.26B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$30.5M
4
State Street
State Street
Massachusetts
$659M
5
UBS AM
UBS AM
Illinois
$116M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Charles Schwab
Charles Schwab
California
$40.5M
3
CIM
Centersquare Investment Management
Pennsylvania
$144M
4
Goldman Sachs
Goldman Sachs
New York
$75M
5
BlackRock
BlackRock
New York
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
501
Realta Investment Advisors
Delaware
$131K – – –
BCP
502
Blue Chip Partners
Michigan
$130K +$130K +1,484 New
SFA
503
Semmax Financial Advisors
North Carolina
$129K – – –
DP
504
Denver PWM
Colorado
$127K +$127K +1,448 New
GWMIA
505
Global Wealth Management Investment Advisory
Florida
$126K – – –
KPCM
506
Kings Point Capital Management
New York
$122K +$13.4K +153 +12%
JFA
507
JNBA Financial Advisors
Minnesota
$120K -$42.2K -482 -26%
IFAM
508
Institutional & Family Asset Management
Colorado
$118K – – –
CSS
509
Cubist Systematic Strategies
Connecticut
$110K -$1.95M -22,159 -95%
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$107K – – –
WT
511
Whittier Trust
California
$98K – – –
RCAG
512
Rehmann Capital Advisory Group
Michigan
$93.2K – – –
QAM
513
QCI Asset Management
New York
$92K +$1.05K +12 +1%
BBHC
514
Brown Brothers Harriman & Co
New York
$91K – – –
AIM
515
AIA Investment Management
Singapore
$89K +$89K +1,013 New
IF
516
Ironwood Financial
Arizona
$86K – – –
TSW
517
Thompson Siegel & Walmsley
Virginia
$85K – – –
CFGS
518
Concourse Financial Group Securities
Alabama
$82K -$425K -4,823 -84%
BWM
519
Baystate Wealth Management
Massachusetts
$82K +$11.7K +133 +17%
EWM
520
Elmwood Wealth Management
California
$81K – – –
ADL
521
Asset Dedication LLC
California
$81K +$81K +925 New
BCI
522
Brinker Capital Investments
Pennsylvania
$79K – – –
PGAM
523
Princeton Global Asset Management
New Jersey
$79K – – –
TWA
524
TCI Wealth Advisors
Arizona
$79K +$29.1K +332 +58%
CFA
525
Carroll Financial Associates
North Carolina
$78K – – –
19 20
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