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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
501
Joel Isaacson & Co
New York
$358K – – –
AAS
502
Ameritas Advisory Services
Nebraska
$356K +$48.6K +613 +16%
APW
503
Austin Private Wealth
Texas
$355K -$18.5K -233 -5%
MAM
504
Meeder Asset Management
Ohio
$347K -$44.5K -562 -11%
RPCONE
505
Retirement Planning Company of New England
Rhode Island
$347K +$869 +11 +0.3%
BSW
506
Buckingham Strategic Wealth
Missouri
$344K -$40.5K -512 -11%
GLA
507
Good Life Advisors
Pennsylvania
$344K +$26K +328 +8%
BCM
508
BTC Capital Management
Iowa
$343K -$18.7K -237 -5%
VBFG
509
Vishria Bird Financial Group
Tennessee
$343K – – –
GAM
510
Garrison Asset Management
Arkansas
$342K +$238 +3 +0.1%
FAG
511
Fortitude Advisory Group
Washington
$342K +$60.6K +766 +22%
OIA
512
OneDigital Investment Advisors
Kansas
$340K -$3.33K -42 -1%
DWM
513
Doyle Wealth Management
Florida
$338K -$3.17K -40 -0.9%
SLWA
514
San Luis Wealth Advisors
California
$335K – – –
PCA
515
Personal Capital Advisors
California
$331K -$9.26K -117 -3%
IF
516
Intrua Financial
Texas
$328K -$14.3K -181 -4%
EI
517
Ethic Inc
New York
$326K -$85.9K -1,086 -21%
XT
518
XTX Topco
Cayman Islands
$326K +$326K +4,119 New
GWSG
519
GPS Wealth Strategies Group
Colorado
$323K -$68.8K -869 -18%
BMSSC
520
B. Metzler seel. Sohn & Co
Germany
$321K – – –
SG
521
StoneX Group
New York
$319K +$319K +4,005 New
MPW
522
Monterey Private Wealth
California
$318K – – –
CF
523
Clarity Financial
Texas
$317K – – –
PP
524
Prudential plc
United Kingdom
$317K +$317K +4,009 New
TFS
525
Thoroughbred Financial Services
Tennessee
$317K +$317K +4,013 New
19 20
21
22 23