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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMV
576
Concord Asset Management (Virginia)
Virginia
$285K -$14.4K -218 -5%
MIM
577
MetLife Investment Management
New Jersey
$284K -$8.47K -128 -3%
CWA
578
Clearview Wealth Advisors
Oregon
$283K -$4.37K -66 -2%
BMSSC
579
B. Metzler seel. Sohn & Co
Germany
$281K – – –
PIA
580
Perennial Investment Advisors
California
$280K +$27K +408 +11%
APP
581
Avantax Planning Partners
Iowa
$280K +$21.1K +319 +8%
CIM
582
Cambria Investment Management
California
$279K -$29.3K -443 -10%
PCM
583
Parsons Capital Management
Rhode Island
$277K -$13.5K -204 -5%
HPC
584
HM Payson & Co
Maine
$276K +$47.3K +715 +21%
SLWA
585
San Luis Wealth Advisors
California
$276K – – –
AAS
586
Ameritas Advisory Services
Nebraska
$274K -$215K -3,242 -44%
PFO
587
Pathstone Family Office
New Jersey
$271K +$47K +687 +21%
MPW
588
Monterey Private Wealth
California
$269K – – –
AWM
589
Aspire Wealth Management
Massachusetts
$268K +$2.12K +32 +0.8%
HG
590
Herbst Group
Connecticut
$267K -$517K -7,811 -66%
EAM
591
Evanson Asset Management
California
$266K +$5.09K +77 +2%
CAS
592
Coppell Advisory Solutions
Texas
$266K +$7.01K +106 +3%
V
593
ViaWealth
Kansas
$265K +$265K +4,010 New
LA
594
LVW Advisors
New York
$264K – – –
TWM
595
Thrive Wealth Management
Pennsylvania
$263K -$48.5K -733 -16%
IA
596
Inspire Advisors
Idaho
$263K -$52.7K -796 -17%
DA
597
Detalus Advisors
Missouri
$263K -$46.8K -708 -15%
LFG
598
Larson Financial Group
Missouri
$260K +$8.8K +133 +4%
VHAM
599
Van Hulzen Asset Management
California
$260K -$10.9K -165 -4%
PI
600
PFG Investments
New York
$258K -$68.6K -1,037 -21%
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