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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$160M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$87.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$29.3M
4
BlackRock
BlackRock
New York
+$28.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21M

Top Sellers

1
RC
Resolution Capital
Australia
-$74.8M
2
ZIM
Zacks Investment Management
Illinois
-$49.5M
3
Capital World Investors
Capital World Investors
California
-$44.2M
4
Barclays
Barclays
United Kingdom
-$37.4M
5
Millennium Management
Millennium Management
New York
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
576
Prime Capital Investment Advisors
Kansas
$319K -$53.9K -710 -14%
CAGAS
577
Capital Advisory Group Advisory Services
Minnesota
$316K +$67.8K +894 +27%
SLWA
578
San Luis Wealth Advisors
California
$316K – – –
API
579
Advisor Partners II
California
$315K +$23.5K +310 +8%
CCA
580
Checchi Capital Advisers
California
$315K +$66.4K +875 +27%
VHAM
581
Van Hulzen Asset Management
California
$311K -$15.1K -199 -5%
SIM
582
Stratos Investment Management
Ohio
$309K +$61.2K +807 +25%
MPW
583
Monterey Private Wealth
California
$308K – – –
AWM
584
Aspire Wealth Management
Massachusetts
$305K +$2.12K +28 +0.7%
LA
585
LVW Advisors
New York
$302K – – –
HH
586
Hilltop Holdings
Texas
$301K +$47.5K +626 +19%
EAM
587
Evanson Asset Management
California
$300K +$300K +3,948 New
AAA
588
Adams Asset Advisors
Texas
$299K – – –
SCA
589
Snowden Capital Advisors
New York
$297K – – –
APP
590
Avantax Planning Partners
Iowa
$296K +$54.2K +715 +22%
CAS
591
Coppell Advisory Solutions
Texas
$296K -$16.8K -223 -5%
CASC
592
Coppell Advisory Solutions Corp
Texas
$296K -$16.8K -223 -5%
LB
593
Leo Brokerage
Texas
$295K +$295K +3,894 New
PL
594
Plancorp LLC
Missouri
$294K +$1.97K +26 +0.7%
TI
595
TTP Investments
California
$291K -$1.14K -15 -0.4%
PIA
596
Perennial Investment Advisors
California
$290K +$20.6K +271 +8%
NYLIM
597
New York Life Investment Management
New York
$290K +$12.6K +166 +5%
LFG
598
Larson Financial Group
Missouri
$288K +$1.52K +20 +0.5%
ACA
599
Aptus Capital Advisors
Alabama
$287K -$37.8K -491 -12%
CPA
600
Capital Planning Advisors
California
$286K -$1.9K -25 -0.7%
22 23
24
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