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

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DBRC
551
D.B. Root & Company
Pennsylvania
$227K +$5.5K +101 +2%
LFG
552
Larson Financial Group
Missouri
$226K +$3.16K +58 +1%
SF
553
Symphony Financial
Texas
$223K -$95.8K -1,685 -30%
SSA
554
Schonfeld Strategic Advisors
New York
$223K -$4.86M -89,118 -96%
PIP
555
Peachtree Investment Partners
Florida
$223K +$2.02K +37 +0.9%
KMWM
556
Keudell/Morrison Wealth Management
Oregon
$223K +$223K +4,092 New
CFGS
557
Concourse Financial Group Securities
Alabama
$220K +$8.88K +161 +4%
Fisher Asset Management
558
Fisher Asset Management
Washington
$220K -$21.6K -397 -9%
CB
559
Cadence Bank
Mississippi
$218K – – –
Fifth Third Bancorp
560
Fifth Third Bancorp
Ohio
$217K -$185K -3,402 -46%
GFM
561
GF Fund Management
China
$217K +$217K +3,977 New
MPW
562
Monterey Private Wealth
California
$215K – – –
PCM
563
Parsons Capital Management
Rhode Island
$215K – – –
PA
564
PharVision Advisers
Florida
$213K +$213K +3,911 New
PA
565
Procyon Advisors
Connecticut
$213K -$25K -458 -10%
OIA
566
Optimum Investment Advisors
Illinois
$213K – – –
KCM
567
Kathmere Capital Management
Pennsylvania
$210K -$3.11K -57 -1%
IWP
568
Insight Wealth Partners
Texas
$210K +$1.96K +36 +0.9%
EF
569
Empowered Funds
Pennsylvania
$206K +$14.8K +271 +8%
GM
570
GeoWealth Management
Illinois
$205K -$10.8K -198 -5%
KFS
571
Keynote Financial Services
Connecticut
$204K -$981 -18 -0.5%
TF
572
Tompkins Financial
New York
$203K – – –
BGA
573
Battery Global Advisors
Massachusetts
$202K – – –
MWM
574
Modera Wealth Management
New Jersey
$202K +$202K +3,700 New
STA
575
Summit Trail Advisors
New York
$201K +$201K +3,617 New
21 22
23
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