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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 %
TW
551
TritonPoint Wealth
Maryland
$232K -$67.4K -1,205 -22%
DWP
552
Daymark Wealth Partners
Ohio
$230K +$1.1K +20 +0.5%
SI
553
Seeds Investor
New York
$229K +$229K +4,165 New
GWSG
554
GPS Wealth Strategies Group
Colorado
$229K -$606 -11 -0.3%
CB
555
Cadence Bank
Mississippi
$227K -$27.6K -501 -11%
BFEC
556
Benjamin F. Edwards & Company
Missouri
$227K – – –
ATC
557
Argent Trust Co
Tennessee
$227K -$53.3K -968 -19%
AWM
558
Accurate Wealth Management
Florida
$227K -$873 -15 -0.4%
CFGS
559
Concourse Financial Group Securities
Alabama
$226K -$839 -15 -0.4%
CAS
560
Coppell Advisory Solutions
Texas
$225K +$225K +4,090 New
LFG
561
Larson Financial Group
Missouri
$222K +$9.08K +165 +4%
GWMR
562
GC Wealth Management RIA
Massachusetts
$222K +$10.9K +198 +5%
KAS
563
KPP Advisory Services
Kentucky
$222K +$222K +4,024 New
PIP
564
Peachtree Investment Partners
Florida
$221K +$221K +4,022 New
3F
565
360 Financial
Minnesota
$221K -$125K -2,263 -36%
PF
566
Prosperitas Financial
California
$220K -$49.4K -897 -18%
CAGAS
567
Capital Advisory Group Advisory Services
Minnesota
$219K -$5.51K -100 -2%
MPW
568
Monterey Private Wealth
California
$218K – – –
RCM
569
Raleigh Capital Management
North Carolina
$218K -$8.97K -163 -4%
AWA
570
Adapt Wealth Advisors
Georgia
$218K +$218K +3,951 New
PCM
571
Parsons Capital Management
Rhode Island
$217K – – –
NWM
572
Napa Wealth Management
California
$217K +$217K +3,938 New
BSW
573
Buckingham Strategic Wealth
Missouri
$216K +$4.41K +80 +2%
Nomura Holdings
574
Nomura Holdings
Japan
$215K +$215K +3,909 New
TWM
575
Tradition Wealth Management
Minnesota
$214K – – –
21 22
23
24 25