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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
526
Sovereign Financial Group
Connecticut
$277K +$2.87K +46 +1%
Fisher Asset Management
527
Fisher Asset Management
Washington
$276K -$34.6K -555 -11%
WA
528
Wambolt & Associates
Colorado
$275K -$105K -1,703 -28%
KWM
529
Kingsview Wealth Management
Oregon
$275K +$436 +7 +0.2%
MOS
530
MGO One Seven
Ohio
$274K -$90.5K -1,453 -25%
BFG
531
Berger Financial Group
Minnesota
$273K +$1.25K +20 +0.5%
PA
532
Procyon Advisors
Connecticut
$272K – – –
KAS
533
Kestra Advisory Services
Texas
$267K -$5.96M -95,592 -96%
GAM
534
Garrison Asset Management
Arkansas
$265K +$249 +4 +0.1%
CW
535
CreativeOne Wealth
Kansas
$264K +$32.6K +523 +14%
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$263K -$12.3K -198 -4%
APF
537
Alaska Permanent Fund
Alaska
$263K – – –
WSFS
538
Wilmington Savings Fund Society
Delaware
$262K +$262K +4,213 New
PP
539
Paloma Partners
Connecticut
$262K +$262K +4,200 New
ACL
540
Applied Capital LLC
Florida
$261K +$261K +4,191 New
DWP
541
Daymark Wealth Partners
Ohio
$261K +$187 +3 +0.1%
TW
542
TritonPoint Wealth
Maryland
$261K – – –
VI
543
Versor Investments
New York
$260K -$113K -1,815 -30%
SF
544
SWP Financial
California
$260K -$11.3K -182 -4%
BFWM
545
Bright Futures Wealth Management
New York
$260K -$9.27K -165 -3%
HAS
546
HBW Advisory Services
California
$260K -$80.4K -1,290 -24%
GHA
547
GW Henssler & Associates
Georgia
$259K +$259K +4,159 New
LFG
548
Larson Financial Group
Missouri
$255K +$3.74K +60 +1%
DBRC
549
D.B. Root & Company
Pennsylvania
$253K -$222K -3,566 -47%
CIM
550
Centersquare Investment Management
Pennsylvania
$253K -$266K -4,263 -51%
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