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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
Charles Schwab
California
$129M
3
Blackstone Inc
Blackstone Inc
New York
$21M
4
Allianz Asset Management
Allianz Asset Management
Germany
$21.1M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$2.38M
2
GCM
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$24.7M
4
HF
HRT Financial
New York
$0
5
PS
Presima Securities
Quebec, Canada
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMRF
501
Illinois Municipal Retirement Fund
Illinois
$282K +$282K +3,939 New
TFA
502
Teamwork Financial Advisors
Texas
$278K +$38.3K +535 +16%
LA
503
LVW Advisors
New York
$277K – – –
HFA
504
High Falls Advisors
New York
$277K – – –
CAS
505
Cascadia Advisory Services
Oregon
$276K +$357 +5 +0.1%
CFD
506
Creative Financial Designs
Indiana
$276K +$11.7K +164 +4%
FFA
507
First Foundation Advisors
California
$274K +$5.86K +82 +2%
PL
508
Plancorp LLC
Missouri
$273K – – –
CM
509
Capula Management
Cayman Islands
$270K +$270K +3,780 New
GRP
510
Global Retirement Partners
California
$269K -$18K -251 -6%
WFI
511
West Family Investments
California
$269K +$8.43K +118 +3%
AP
512
Advisor Partners
California
$267K – – –
PA
513
PFG Advisors
Arizona
$267K +$358 +5 +0.1%
BCM
514
Brookstone Capital Management
Illinois
$267K +$22.7K +300 +9%
CWM
515
Campbell Wealth Management
Virginia
$267K +$267K +3,731 New
RBCM
516
Raub Brock Capital Management
California
$266K +$266K +3,716 New
CPA
517
Capital Planning Advisors
California
$265K – – –
AWA
518
Arkadios Wealth Advisors
Georgia
$264K -$138K -1,936 -34%
BCV
519
Banque Cantonale Vaudoise
Switzerland
$263K – – –
EI
520
Ethic Inc
New York
$262K +$262K +3,665 New
GWS
521
Glassman Wealth Services
Virginia
$260K – – –
VHAM
522
Van Hulzen Asset Management
California
$260K +$7.31K +102 +3%
AIC
523
Ameritas Investment Company
Nebraska
$260K +$68.1K +953 +36%
MPW
524
MA Private Wealth
California
$255K +$1.29K +18 +0.5%
SWM
525
Spire Wealth Management
Virginia
$253K -$21K -294 -8%
19 20
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