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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.

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 %
LA
526
LVW Advisors
New York
$316K – – –
FFA
527
First Foundation Advisors
California
$314K +$11.6K +147 +4%
ACA
528
Aptus Capital Advisors
Alabama
$313K +$313K +3,896 New
WPW
529
Warther Private Wealth
Ohio
$312K – – –
IMRF
530
Illinois Municipal Retirement Fund
Illinois
$312K – – –
SWM
531
Silverlake Wealth Management
Vermont
$311K +$237 +3 +0.1%
AA
532
Ancora Advisors
Ohio
$310K -$3.96K -50 -1%
AWM
533
Aspire Wealth Management
Massachusetts
$309K +$2.14K +27 +0.7%
PL
534
Plancorp LLC
Missouri
$309K +$3.01K +38 +1%
PWMG
535
Provence Wealth Management Group
California
$308K +$7.61K +96 +3%
S
536
SignatureFD
Georgia
$308K +$38.5K +485 +14%
SCM
537
Schnieders Capital Management
California
$308K +$89K +1,123 +41%
HFA
538
High Falls Advisors
New York
$307K – – –
HPC
539
HM Payson & Co
Maine
$307K – – –
MIM
540
MetLife Investment Management
New Jersey
$305K +$305K +3,857 New
MSFS
541
Main Street Financial Solutions
Pennsylvania
$304K -$83.2K -1,050 -21%
HWM
542
HB Wealth Management
Georgia
$304K +$304K +3,837 New
IA
543
Inspire Advisors
Idaho
$302K +$5.15K +65 +2%
TI
544
TTP Investments
California
$300K -$10.6K -134 -3%
LFG
545
Larson Financial Group
Missouri
$299K +$1.66K +21 +0.6%
Cerity Partners
546
Cerity Partners
New York
$298K -$98.6K -1,246 -25%
CPA
547
Capital Planning Advisors
California
$296K -$2.3K -29 -0.8%
CWM
548
Campbell Wealth Management
Virginia
$295K – – –
MSS
549
Mitchell Sinkler & Starr
Pennsylvania
$295K – – –
AP
550
Advisor Partners
California
$295K +$2.06K +26 +0.7%
20 21
22
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