WPC icon

W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
501
GeoWealth Management
Illinois
$297K -$149K -2,703 -33%
Rafferty Asset Management
502
Rafferty Asset Management
New York
$297K +$297K +5,392 New
VFA
503
Valeo Financial Advisors
Indiana
$297K – – –
BWP
504
Barlow Wealth Partners
Kentucky
$295K – – –
SAG
505
SageView Advisory Group
California
$295K +$295K +5,359 New
EH
506
Equitable Holdings
New York
$294K -$49.1K -891 -14%
CSPIA
507
Cary Street Partners Investment Advisory
Virginia
$293K +$48.5K +881 +20%
CAM
508
Carret Asset Management
New York
$291K -$2.26K -41 -0.8%
AAS
509
Ameritas Advisory Services
Nebraska
$288K -$9.85K -179 -3%
EWA
510
EP Wealth Advisors
California
$287K -$14K -254 -5%
FDCDDQ
511
Federation des caisses Desjardins du Quebec
Quebec, Canada
$283K +$154K +2,789 +118%
IWP
512
Insight Wealth Partners
Texas
$282K -$168K -3,056 -37%
JIC
513
Joel Isaacson & Co
New York
$279K – – –
BCM
514
BTC Capital Management
Iowa
$279K +$37.3K +678 +15%
SWG
515
Summit Wealth Group
Vermont
$278K – – –
Focus Partners Wealth
516
Focus Partners Wealth
Massachusetts
$278K +$10.7K +195 +4%
RRA
517
Round Rock Advisors
Connecticut
$276K +$11.3K +206 +4%
Fisher Asset Management
518
Fisher Asset Management
Washington
$275K -$109K -1,984 -28%
BFWM
519
Bright Futures Wealth Management
New York
$274K – – –
IMCOOI
520
Investment Management Corp of Ontario (IMCO)
Canada
$271K +$271K +4,929 New
GIA
521
Guyasuta Investment Advisors
Pennsylvania
$271K – – –
SIS
522
Sound Income Strategies
Florida
$271K -$17.3K -314 -6%
KCM
523
Kathmere Capital Management
Pennsylvania
$270K – – –
WDC
524
Woodward Diversified Capital
California
$270K -$11.9K -216 -4%
TSS
525
Two Sigma Securities
New York
$270K -$20.9K -379 -7%
19 20
21
22 23