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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
526
Diversify Advisory Services
Utah
$270K -$1.04K -19 -0.4%
CWG
527
Cornerstone Wealth Group
North Carolina
$269K -$15.6K -284 -5%
Credit Agricole
528
Credit Agricole
France
$264K +$264K +4,800 New
AG
529
AIA Group
Hong Kong
$263K +$44.3K +804 +20%
CWM
530
Cordatus Wealth Management
Pennsylvania
$261K +$21.1K +384 +9%
FTDI
531
First Trust Direct Indexing
Massachusetts
$261K +$261K +4,739 New
CAM
532
Columbia Asset Management
Michigan
$260K -$22K -400 -8%
CTWM
533
Cherry Tree Wealth Management
Minnesota
$259K -$26.4K -480 -9%
Lido Advisors
534
Lido Advisors
California
$258K +$34.2K +611 +15%
WJA
535
Willis Johnson & Associates
Texas
$253K +$29.9K +543 +13%
JWM
536
Jackson Wealth Management
Florida
$252K -$35.7K -650 -12%
VCM
537
Virtue Capital Management
Tennessee
$250K -$18.9K -321 -7%
PTC
538
Private Trust Company
Ohio
$249K -$44.2K -802 -15%
DAC
539
Dividend Assets Capital
South Carolina
$248K – – –
LA
540
LexAurum Advisors
Kansas
$246K -$30.3K -550 -11%
VI
541
Vestcor Inc
New Brunswick, Canada
$245K -$598K -10,876 -71%
CI Investments Inc
542
CI Investments Inc
Ontario, Canada
$244K -$24.6K -446 -9%
APF
543
Alaska Permanent Fund
Alaska
$244K – – –
KWM
544
Kingsview Wealth Management
Oregon
$242K -$33.2K -603 -12%
SFG
545
Sovereign Financial Group
Connecticut
$242K +$936 +17 +0.4%
BFG
546
Berger Financial Group
Minnesota
$240K -$64.6K -1,174 -21%
PA
547
Procyon Advisors
Connecticut
$240K -$29K -527 -11%
SF
548
SWP Financial
California
$240K -$94.6K -1,719 -28%
GAM
549
Garrison Asset Management
Arkansas
$234K +$165 +3 +0.1%
Teacher Retirement System of Texas
550
Teacher Retirement System of Texas
Texas
$234K -$71.9K -1,307 -24%
20 21
22
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