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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
526
Cherry Tree Wealth Management
Minnesota
$350K +$350K +5,296 New
BAMF
527
BI Asset Management Fondsmaeglerselskab
Denmark
$350K +$209K +3,167 +149%
IAIM
528
International Assets Investment Management
Florida
$349K -$60.7K -918 -15%
API
529
Advisor Partners II
California
$348K +$73.3K +1,107 +27%
Fifth Third Bancorp
530
Fifth Third Bancorp
Ohio
$347K +$27.3K +412 +9%
CG
531
Colony Group
Massachusetts
$345K -$12.2K -184 -3%
KIG
532
Kowal Investment Group
Wisconsin
$345K +$265 +4 +0.1%
MCM
533
MV Capital Management
Maryland
$343K – – –
HNB
534
Huntington National Bank
Ohio
$343K +$230K +3,483 +205%
BCM
535
Brookstone Capital Management
Illinois
$342K -$113K -1,708 -25%
SWG
536
Summit Wealth Group
Vermont
$341K -$25.6M -386,513 -99%
AAA
537
Adams Asset Advisors
Texas
$341K +$79.8K +1,206 +31%
CWG
538
Cornerstone Wealth Group
North Carolina
$340K – – –
CTA
539
Chesley Taft & Associates
Illinois
$339K -$3.38K -51 -1%
Allspring Global Investments
540
Allspring Global Investments
North Carolina
$335K +$226K +3,422 +209%
CIC
541
Chase Investment Counsel
Virginia
$334K +$124K +1,884 +59%
OWA
542
Octavia Wealth Advisors
Ohio
$332K +$332K +4,938 New
KCM
543
Kathmere Capital Management
Pennsylvania
$332K -$86.9K -1,313 -21%
JIC
544
Joel Isaacson & Co
New York
$330K +$10.2K +154 +3%
RCM
545
Raleigh Capital Management
North Carolina
$328K -$13K -196 -4%
MSFS
546
Main Street Financial Solutions
Pennsylvania
$327K +$1.65K +25 +0.5%
DI
547
Diligent Investors
California
$324K +$860 +13 +0.3%
VI
548
Vestcor Inc
New Brunswick, Canada
$321K -$1.79M -26,949 -85%
CB
549
Cadence Bank
Mississippi
$318K +$318K +4,800 New
RPCONE
550
Retirement Planning Company of New England
Rhode Island
$315K +$6.62K +100 +2%
20 21
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