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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$362M
3
CIM
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
State Street
Massachusetts
$518M
5
Charles Schwab
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
BlackRock
New York
$865M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
American Century Companies
Missouri
$8.72M
4
PI
PGGM Investments
Netherlands
$84.4M
5
UBS AM
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
501
Tower Research Capital (TRC)
New York
$121K +$40.9K +619 +51%
KFS
502
Kelly Financial Services
Massachusetts
$121K – – –
FWM
503
Focused Wealth Management
New York
$119K +$863 +13 +0.7%
TCOV
504
Trust Company of Vermont
Vermont
$118K – – –
HFM
505
Harvest Fund Management
China
$107K – – –
GRP
506
Global Retirement Partners
California
$106K +$57.4K +867 +118%
GI
507
Gradient Investments
Minnesota
$104K – – –
FMP
508
Financial Management Professionals
Texas
$100K – – –
SIS
509
Sound Income Strategies
Florida
$98K -$4.46K -67 -4%
SBL
510
Sargent Bickham Lagudis
Colorado
$95K +$532 +8 +0.6%
RWA
511
Ropes Wealth Advisors
Massachusetts
$93K -$23.6K -357 -20%
THWM
512
Taylor Hoffman Wealth Management
Virginia
$93K +$93K +1,399 New
JFA
513
JNBA Financial Advisors
Minnesota
$91K -$3.45K -52 -4%
IFAM
514
Institutional & Family Asset Management
Colorado
$89K – – –
LWS
515
Lucia Wealth Services
California
$84K -$21.7K -327 -21%
KPCM
516
Kings Point Capital Management
New York
$82K – – –
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$81K – – –
WT
518
Whittier Trust
California
$74K – – –
S
519
SignatureFD
Georgia
$68K -$179K -2,686 -72%
BBHC
520
Brown Brothers Harriman & Co
New York
$68K – – –
IF
521
Ironwood Financial
Arizona
$65K – – –
EI
522
Ellevest Inc
New York
$65K +$47.8K +725 +279%
PCG
523
Private Capital Group
Connecticut
$64K +$16.6K +246 +35%
QCG
524
Quadrant Capital Group
Ohio
$61K -$83.4K -1,264 -58%
Acadian Asset Management
525
Acadian Asset Management
Massachusetts
$59K +$59K +887 New
19 20
21
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