We are live on ! Find out more
WPC icon

W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
576
Cary Street Partners Investment Advisory
Virginia
$134K -$8.34K -114 -6%
PA
577
Parallel Advisors
California
$128K +$10.9K +149 +9%
HFM
578
Harvest Fund Management
China
$125K -$121K -1,658 -49%
TWM
579
Tradition Wealth Management
Minnesota
$121K
LCM
580
Logan Capital Management
Pennsylvania
$119K
TCOV
581
Trust Company of Vermont
Vermont
$118K
POIA
582
Pin Oak Investment Advisors
Texas
$112K
FMP
583
Financial Management Professionals
Texas
$111K
SIS
584
Sound Income Strategies
Florida
$107K +$7.83K +107 +8%
KFI
585
Key Financial Inc
Pennsylvania
$99K
IFAM
586
Institutional & Family Asset Management
Colorado
$98K
SB
587
Strategic Blueprint
Georgia
$96K +$96.6K +1,320 New
KPCM
588
Kings Point Capital Management
New York
$91K
AWM
589
Accel Wealth Management
Iowa
$87K
COCM
590
Charter Oak Capital Management
New Hampshire
$86K +$5.05K +69 +6%
BC
591
Barnett & Company
Tennessee
$84K -$26.9K -367 -24%
WT
592
Whittier Trust
California
$82K
MA
593
MCF Advisors
Kentucky
$79K
HS
594
Horan Securities
United States
$78K +$46.8K +640 +148%
SQA
595
Simon Quick Advisors
New Jersey
$77K +$1.1K +15 +1%
KTC
596
Kistler-Tiffany Companies
Pennsylvania
$73K
IF
597
Ironwood Financial
Arizona
$72K
Group One Trading
598
Group One Trading
Illinois
$72K +$71.9K +982 New
AA
599
Ancora Advisors
Ohio
$68K -$187K -2,551 -73%
PGAM
600
Princeton Global Asset Management
New Jersey
$65K

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.