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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIP
551
Peachtree Investment Partners
Florida
$253K +$2.43K +39 +1%
RIM
552
Rakuten Investment Management
Japan
$251K +$62.4K +995 +33%
TSS
553
Two Sigma Securities
New York
$251K -$54.7K -878 -18%
LA
554
LexAurum Advisors
Kansas
$250K -$28K -450 -10%
CB
555
Cadence Bank
Mississippi
$249K -$8.22K -132 -3%
AWM
556
Accurate Wealth Management
Florida
$249K +$16.5K +277 +7%
GM
557
GeoWealth Management
Illinois
$247K -$89.8K -1,441 -27%
MPW
558
Monterey Private Wealth
California
$246K – – –
PCM
559
Parsons Capital Management
Rhode Island
$246K – – –
KCM
560
Kathmere Capital Management
Pennsylvania
$244K -$61.6K -988 -20%
OIA
561
Optimum Investment Advisors
Illinois
$243K -$143K -2,300 -37%
CFGS
562
Concourse Financial Group Securities
Alabama
$242K -$13K -205 -5%
TWM
563
Tradition Wealth Management
Minnesota
$242K – – –
KAS
564
KPP Advisory Services
Kentucky
$240K -$11.2K -179 -4%
IWP
565
Insight Wealth Partners
Texas
$238K -$81.1K -1,301 -25%
M1FG
566
Mach-1 Financial Group
Arkansas
$237K -$3.43K -55 -1%
CAGAS
567
Capital Advisory Group Advisory Services
Minnesota
$236K -$12.5K -200 -5%
KFS
568
Keynote Financial Services
Connecticut
$234K – – –
NP
569
NorthRock Partners
Minnesota
$233K +$233K +3,696 New
TF
570
Tompkins Financial
New York
$232K – – –
3F
571
360 Financial
Minnesota
$232K -$18.6K -299 -7%
Lido Advisors
572
Lido Advisors
California
$231K -$56K -899 -20%
AWA
573
Adapt Wealth Advisors
Georgia
$231K -$15K -241 -6%
BGA
574
Battery Global Advisors
Massachusetts
$231K +$231K +3,655 New
CPA
575
Capital Planning Advisors
California
$228K – – –
21 22
23
24 25