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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$362M
3
CIM
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
State Street
Massachusetts
$518M
5
Charles Schwab
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
BlackRock
New York
$865M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
American Century Companies
Missouri
$8.72M
4
PI
PGGM Investments
Netherlands
$84.4M
5
UBS AM
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
526
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K – – –
PGAM
527
Princeton Global Asset Management
New Jersey
$58K – – –
TWA
528
TCI Wealth Advisors
Arizona
$56K -$399 -6 -0.7%
APWM
529
Atlas Private Wealth Management
New York
$56K – – –
TSW
530
Thompson Siegel & Walmsley
Virginia
$54K – – –
CWM
531
Cedar Wealth Management
California
$54K – – –
HR
532
Howe & Rusling
New York
$53K -$14.2K -213 -21%
MA
533
MCF Advisors
Kentucky
$53K – – –
BHWM
534
Bay Harbor Wealth Management
Maryland
$50K – – –
PMFA
535
Plante Moran Financial Advisors
Michigan
$48K – – –
FWM
536
Filbrandt Wealth Management
Wisconsin
$47K – – –
RFA
537
Reilly Financial Advisors
California
$45K – – –
LFG
538
LifePlan Financial Group
Ohio
$44K – – –
WT
539
Washington Trust
Rhode Island
$43K – – –
Schroder Investment Management Group
540
Schroder Investment Management Group
United Kingdom
$43K – – –
Bank Julius Baer & Co
541
Bank Julius Baer & Co
Switzerland
$41K -$163K -2,442 -80%
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$41K -$109K -1,627 -73%
GWS
543
Glassman Wealth Services
Virginia
$41K +$3.88K +59 +10%
LWANC
544
Laurel Wealth Advisors (North Carolina)
North Carolina
$40K – – –
TCM
545
TD Capital Management
Tennessee
$40K +$667 +10 +2%
MWP
546
Meridian Wealth Partners
Pennsylvania
$39K – – –
HWA
547
HHM Wealth Advisors
Tennessee
$37K – – –
LC
548
Lindbrook Capital
California
$37K +$8.63K +132 +30%
CB
549
Community Bank
New York
$34K -$18.2K -271 -35%
MA
550
MUFG Americas
New York
$34K -$6.79K -102 -17%
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