WPC icon

W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
576
Buckingham Strategic Wealth
Missouri
$217K -$339 -6 -0.2%
GWMR
577
GC Wealth Management RIA
Massachusetts
$216K -$14K -248 -6%
SW
578
SVB Wealth
Massachusetts
$214K +$214K +3,795 New
MCM
579
MV Capital Management
Maryland
$214K -$28.2K -499 -12%
KFS
580
Keynote Financial Services
Connecticut
$214K +$214K +3,785 New
NYLIM
581
New York Life Investment Management
New York
$210K +$5.76K +102 +3%
CPA
582
Capital Planning Advisors
California
$206K -$4.97K -88 -2%
AAG
583
Armstrong Advisory Group
Massachusetts
$206K – – –
RFC
584
Regions Financial Corp
Alabama
$204K +$959 +17 +0.5%
MCM
585
Monument Capital Management
Virginia
$204K +$2.6K +46 +1%
BCM
586
Brookstone Capital Management
Illinois
$203K -$8.75K -155 -4%
FHA
587
Flagship Harbor Advisors
Massachusetts
$203K -$49.3K -874 -20%
HWM
588
HB Wealth Management
Georgia
$202K +$11.7K +208 +6%
SP
589
Systematic Portfolios
New York
$201K +$201K +2,276 New
PWA
590
Physician Wealth Advisors
Utah
$201K +$427 +8 +0.2%
HI
591
Harbour Investments
Wisconsin
$201K -$18.6K -330 -8%
GA
592
GoalVest Advisory
New York
$182K +$146K +2,589 +410%
CIBC Private Wealth Group
593
CIBC Private Wealth Group
Georgia
$181K -$67.9K -1,211 -27%
QCG
594
Quadrant Capital Group
Ohio
$178K +$47.3K +838 +36%
M
595
MOTCO
Texas
$171K +$13.1K +232 +8%
SWA
596
SOA Wealth Advisors
New York
$167K -$4.01M -71,077 -96%
FGAM
597
Financial Gravity Asset Management
Texas
$165K +$82.4K +1,359 +100%
SS
598
Sunbelt Securities
Texas
$159K +$1.02K +18 +0.6%
First Manhattan
599
First Manhattan
New York
$152K -$113 -2 -0.1%
IWP
600
IAG Wealth Partners
Wisconsin
$152K +$5.36K +95 +4%
22 23
24
25 26