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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$219M
2
Northern Trust
Northern Trust
Illinois
$144M
3
BlackRock
BlackRock
New York
$1.5B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M
5
UBS Group
UBS Group
Switzerland
$104M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
International Assets Investment Management
Florida
$358K
5
WCP
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBWA
501
RFG - Bristol Wealth Advisors
Massachusetts
$276K +$276K +5,067 New
BWP
502
Barlow Wealth Partners
Kentucky
$274K – – –
PA
503
Profund Advisors
Maryland
$273K -$29.6K -544 -10%
BFM
504
Boston Financial Management
Massachusetts
$272K -$74.6K -1,370 -22%
WFS
505
Widmann Financial Services
Maryland
$272K – – –
Rafferty Asset Management
506
Rafferty Asset Management
New York
$272K -$2.56K -47 -0.9%
BEI
507
Benjamin Edwards Inc
Missouri
$272K +$926 +17 +0.3%
FLI
508
Family Legacy Inc
South Carolina
$272K -$81.7K -1,491 -23%
SWG
509
Summit Wealth Group
Vermont
$269K -$5.88K -108 -2%
PEAK6
510
PEAK6
Illinois
$268K +$268K +4,923 New
AF
511
Apollon Financial
South Carolina
$267K -$52.6K -966 -16%
RRA
512
Round Rock Advisors
Connecticut
$264K – – –
SAG
513
SageView Advisory Group
California
$264K -$4.79K -88 -2%
D.E. Shaw & Co
514
D.E. Shaw & Co
New York
$264K -$158K -2,909 -38%
KA
515
Kovack Advisors
Florida
$264K -$58.6K -1,075 -18%
KAS
516
KPP Advisory Services
Kentucky
$262K +$52.2K +959 +25%
BC
517
Burney Company
Virginia
$262K -$125K -2,288 -32%
TIAA Trust, National Association
518
TIAA Trust, National Association
North Carolina
$261K +$261K +4,791 New
GHA
519
GW Henssler & Associates
Georgia
$259K – – –
CAM
520
Columbia Asset Management
Michigan
$257K – – –
CTWM
521
Cherry Tree Wealth Management
Minnesota
$256K – – –
TPA
522
Trivium Point Advisory
Connecticut
$256K -$42K -770 -14%
NWWA
523
New Wave Wealth Advisors
Arkansas
$255K +$76K +1,395 +42%
MAM
524
Mystic Asset Management
Rhode Island
$251K +$251K +4,611 New
AWM
525
AE Wealth Management
Kansas
$250K -$178K -3,275 -42%
19 20
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