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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$362M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
4
State Street
Massachusetts
$518M
5
Charles Schwab
5
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$865M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
3
American Century Companies
Missouri
$8.72M
4
PI
4
PGGM Investments
Netherlands
$84.4M
5
UBS AM
5
UBS AM
Illinois
$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
576
Balentine LLC
Georgia
$16K +$16K +246 New
BWM
577
BerganKDV Wealth Management
Minnesota
$15K +$1.29K +20 +9%
JPLA
578
Joseph P. Lucia & Associates
New York
$14K – – –
RCA
579
Ranch Capital Advisors
Florida
$14K – – –
EWM
580
Endurance Wealth Management
Rhode Island
$11K – – –
VEA
581
Virtus ETF Advisers
New York
$11K +$11K +172 New
APWA
582
Atlas Private Wealth Advisors
New Jersey
$10K +$10K +155 New
EARNEST Partners
583
EARNEST Partners
Georgia
$8K – – –
CHA
584
Carmichael Hill & Associates
Maryland
$7K – – –
HB
585
Horizon Bancorp
Indiana
$7K – – –
SWM
586
Sugarloaf Wealth Management
Georgia
$7K +$133 +2 +2%
PO
587
Private Ocean
California
$6K -$78.5K -1,230 -93%
BCA
588
Berman Capital Advisors
Georgia
$6K -$8.63K -141 -59%
FWM
589
FSA Wealth Management
Massachusetts
$6K – – –
ZB
590
Zions Bancorporation
Utah
$6K +$2.76K +41 +85%
CFN
591
Cordasco Financial Network
Florida
$6K +$6K +97 New
1W
592
1776 Wealth
Georgia
$6K +$6K +102 New
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$5K +77 New
GEA
594
Glen Eagle Advisors
New Jersey
$4.47K – – –
Rockefeller Capital Management
595
Rockefeller Capital Management
New York
$4K -$57.4K -804 -93%
TPCW
596
TD Private Client Wealth
New York
$3.86K +$3.32K +50 +625%
GFPC
597
Global Financial Private Client
Florida
$3.65K – – –
CHC
598
City Holding Co
West Virginia
$3K – – –
PA
599
Procyon Advisors
Connecticut
$3K +$79 +1 +3%
BC
600
Bartlett & Co
Ohio
$3K +$3K +41 New
22 23
24
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