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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 %
IA
526
Inspire Advisors
Idaho
$253K +$48.7K +681 +24%
Axa
527
Axa
France
$252K +$5.36K +75 +2%
MSS
528
Mitchell Sinkler & Starr
Pennsylvania
$251K – – –
SFG
529
Sovereign Financial Group
Connecticut
$251K +$72 +1 +0%
MSFS
530
Main Street Financial Solutions
Pennsylvania
$249K +$6.15K +86 +3%
Northwestern Mutual Wealth Management
531
Northwestern Mutual Wealth Management
Wisconsin
$249K +$32K +447 +15%
Manulife (Manufacturers Life Insurance)
532
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$248K – – –
LIM
533
Longfellow Investment Management
Massachusetts
$248K – – –
GLA
534
Good Life Advisors
Pennsylvania
$248K +$248K +3,468 New
BCM
535
BTC Capital Management
Iowa
$240K – – –
PC
536
Prairiewood Capital
North Dakota
$240K +$240K +3,356 New
BC
537
Brio Consultants
California
$238K +$1.72K +24 +0.7%
MFW
538
Meristem Family Wealth
Minnesota
$235K +$235K +3,284 New
CIBC World Market
539
CIBC World Market
Ontario, Canada
$234K +$234K +3,269 New
PFA
540
Pure Financial Advisors
California
$234K +$234K +3,276 New
IA
541
IndexIQ Advisors
New York
$233K +$22.5K +314 +11%
WC
542
Woodstock Corp
Massachusetts
$232K – – –
GCP
543
GSA Capital Partners
United Kingdom
$231K +$231K +3,232 New
FP
544
Fiduciary Planning
Florida
$229K +$229K +3,208 New
KMWM
545
Keudell/Morrison Wealth Management
Oregon
$228K +$11.2K +157 +5%
V
546
Veritable
Delaware
$228K +$30K +420 +15%
TC
547
TownSquare Capital
Utah
$226K -$17.5K -244 -7%
FF
548
FourThought Financial
Florida
$222K – – –
ACM
549
AlphaStar Capital Management
North Carolina
$221K -$9.22K -127 -4%
EOJOAM
550
E. Ohman J:or Asset Management
Sweden
$219K +$219K +3,063 New
20 21
22
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