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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
551
Venture Visionary Partners
Ohio
$234K +$32.4K +574 +16%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$233K – – –
RCM
553
Raleigh Capital Management
North Carolina
$232K -$37.7K -667 -14%
CFGS
554
Concourse Financial Group Securities
Alabama
$232K +$1.61K +28 +0.7%
SLWA
555
San Luis Wealth Advisors
California
$231K – – –
HPC
556
HM Payson & Co
Maine
$231K – – –
CAGAS
557
Capital Advisory Group Advisory Services
Minnesota
$230K – – –
AWM
558
Aspire Wealth Management
Massachusetts
$230K +$1.69K +30 +0.7%
Lido Advisors
559
Lido Advisors
California
$229K -$13.4K -234 -6%
WJA
560
Willis Johnson & Associates
Texas
$229K +$229K +4,055 New
TPI
561
Trust Point Inc
Wisconsin
$227K +$227K +4,015 New
GCP
562
GSA Capital Partners
United Kingdom
$226K +$226K +3,996 New
JFG
563
Jefferies Financial Group
New York
$226K +$226K +4,000 New
AG
564
AIA Group
Hong Kong
$224K +$224K +3,969 New
TF
565
Tompkins Financial
New York
$224K +$5.98K +106 +3%
EAM
566
Evanson Asset Management
California
$224K +$282 +5 +0.1%
MPW
567
Monterey Private Wealth
California
$223K – – –
PCM
568
Parsons Capital Management
Rhode Island
$223K – – –
AWM
569
Accurate Wealth Management
Florida
$220K +$11.7K +208 +6%
FAG
570
Fortitude Advisory Group
Washington
$219K +$38.2K +677 +21%
TWM
571
Tradition Wealth Management
Minnesota
$219K – – –
I2I
572
Insight 2811 Inc
Illinois
$219K -$51.9K -920 -19%
CWA
573
Clearview Wealth Advisors
Oregon
$219K -$5.98K -106 -3%
LFG
574
Larson Financial Group
Missouri
$219K -$19.2K -341 -8%
M1FG
575
Mach-1 Financial Group
Arkansas
$218K -$35.3K -626 -14%
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