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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
Charles Schwab
California
$129M
3
Blackstone Inc
Blackstone Inc
New York
$21M
4
Allianz Asset Management
Allianz Asset Management
Germany
$21.1M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$2.38M
2
GCM
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$24.7M
4
HF
HRT Financial
New York
$0
5
PS
Presima Securities
Quebec, Canada
$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
551
Baldwin Investment Management
Pennsylvania
$219K – – –
KWM
552
Kingsview Wealth Management
Oregon
$217K -$42.5K -594 -16%
Cerity Partners
553
Cerity Partners
New York
$217K +$217K +3,030 New
MCM
554
Maple Capital Management
Vermont
$215K -$18.2K -255 -8%
FRM
555
Fox Run Management
Connecticut
$209K -$105K -1,461 -33%
CCA
556
Conestoga Capital Advisors
Pennsylvania
$208K – – –
PA
557
Prism Advisors
California
$204K – – –
AIM
558
Alhambra Investment Management
Florida
$204K +$7.29K +102 +4%
DTL
559
Dynamic Technology Lab
Singapore
$204K +$204K +2,851 New
TC
560
Touchstone Capital
Pennsylvania
$202K -$6.86K -96 -3%
BWM
561
BCS Wealth Management
Tennessee
$200K +$200K +2,797 New
S
562
SignatureFD
Georgia
$199K +$23.3K +325 +13%
HPC
563
HM Payson & Co
Maine
$197K – – –
FPS
564
Fieldpoint Private Securities
Connecticut
$194K – – –
VI
565
Vestcor Inc
New Brunswick, Canada
$192K -$2.34M -32,782 -92%
EIP
566
Ellis Investment Partners
Pennsylvania
$181K – – –
GWMIA
567
Global Wealth Management Investment Advisory
Florida
$180K +$40.3K +564 +29%
IA
568
IFP Advisors
Florida
$179K – – –
NIM
569
NuWave Investment Management
New Jersey
$178K +$178K +2,486 New
HDIM
570
Hanson & Doremus Investment Management
Vermont
$176K -$70.3K -985 -29%
SSB
571
Sandy Spring Bank
Maryland
$174K -$25.3K -355 -13%
IWP
572
IAG Wealth Partners
Wisconsin
$170K -$9.49K -132 -5%
CFA
573
Cahill Financial Advisors
Minnesota
$169K +$169K +2,355 New
AWM
574
AllSquare Wealth Management
New York
$168K – – –
RDFA
575
Ritter Daniher Financial Advisory
Ohio
$166K -$68.4K -958 -29%
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