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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
501
MGO One Seven
Ohio
$216K +$216K +3,121 New
FF
502
FourThought Financial
Florida
$215K -$50.1K -725 -19%
BWM
503
BCS Wealth Management
Tennessee
$215K – – –
GRP
504
Global Retirement Partners
California
$214K +$47.5K +686 +29%
TC
505
Touchstone Capital
Pennsylvania
$210K -$28K -404 -12%
IWP
506
IAG Wealth Partners
Wisconsin
$210K – – –
VA
507
Valmark Advisers
Ohio
$208K +$208K +3,004 New
NB
508
Norinchukin Bank
Japan
$205K -$12.4K -179 -6%
KMWM
509
Keudell/Morrison Wealth Management
Oregon
$203K +$203K +2,930 New
CCA
510
Conestoga Capital Advisors
Pennsylvania
$202K – – –
FFA
511
First Foundation Advisors
California
$201K +$201K +2,897 New
IA
512
IndexIQ Advisors
New York
$197K +$26.2K +377 +15%
HDIM
513
Hanson & Doremus Investment Management
Vermont
$194K -$36.9K -531 -16%
SBSB
514
Sullivan, Bruyette, Speros & Blaney
Virginia
$194K – – –
ARMT
515
Amica Retiree Medical Trust
Rhode Island
$193K – – –
HPC
516
HM Payson & Co
Maine
$191K – – –
FPS
517
Fieldpoint Private Securities
Connecticut
$188K – – –
AIC
518
Ameritas Investment Company
Nebraska
$180K +$180K +2,602 New
CI
519
Clal Insurance
Israel
$178K +$178K +2,527 New
TPCW
520
TD Private Client Wealth
New York
$175K +$172K +2,485 +7,309%
EIP
521
Ellis Investment Partners
Pennsylvania
$173K +$2.63K +38 +2%
IA
522
IFP Advisors
Florida
$172K – – –
AWM
523
AllSquare Wealth Management
New York
$163K – – –
JCM
524
Jacobi Capital Management
Pennsylvania
$161K – – –
WT
525
Washington Trust
Rhode Island
$155K +$110K +1,588 +242%
19 20
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