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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$219M
2
Northern Trust
Northern Trust
Illinois
$144M
3
BlackRock
BlackRock
New York
$1.5B
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M
5
UBS Group
UBS Group
Switzerland
$104M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
International Assets Investment Management
Florida
$358K
5
WCP
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
526
Joel Isaacson & Co
New York
$249K – – –
CI Investments Inc
527
CI Investments Inc
Ontario, Canada
$249K +$19K +350 +8%
TW
528
TritonPoint Wealth
Maryland
$247K +$16.6K +300 +7%
SFG
529
Sovereign Financial Group
Connecticut
$246K +$3.65K +67 +2%
RFC
530
Regions Financial Corp
Alabama
$245K -$926 -17 -0.4%
DAC
531
Dividend Assets Capital
South Carolina
$245K – – –
AG
532
AIA Group
Hong Kong
$245K -$15.3K -281 -6%
UCFA
533
United Capital Financial Advisors
Texas
$244K -$45.6K -837 -16%
Empower Advisory Group
534
Empower Advisory Group
Colorado
$240K -$84.6K -1,553 -26%
IGAM
535
iA Global Asset Management
Quebec, Canada
$238K +$238K +4,370 New
WA
536
Wambolt & Associates
Colorado
$238K -$6.81K -125 -3%
BWP
537
BlueStem Wealth Partners
Minnesota
$237K +$237K +4,344 New
SCA
538
Strathmore Capital Advisors
North Carolina
$236K +$236K +4,327 New
KWM
539
Kingsview Wealth Management
Oregon
$235K -$5.5K -101 -2%
SOS
540
Silver Oak Securities
Tennessee
$233K +$233K +4,271 New
CW
541
CreativeOne Wealth
Kansas
$231K +$599 +11 +0.3%
S
542
SignatureFD
Georgia
$231K -$97.7K -1,794 -30%
AWM
543
Accurate Wealth Management
Florida
$230K +$5.44K +101 +2%
APF
544
Alaska Permanent Fund
Alaska
$230K – – –
WSFS
545
Wilmington Savings Fund Society
Delaware
$230K – – –
SIS
546
Sound Income Strategies
Florida
$229K -$36.2K -665 -14%
CFD
547
Creative Financial Designs
Indiana
$228K +$99.5K +1,827 +77%
DWP
548
Daymark Wealth Partners
Ohio
$228K -$599 -11 -0.3%
VI
549
Versor Investments
New York
$228K – – –
IC
550
IEQ Capital
California
$227K +$227K +4,173 New
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22
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