WPC icon

W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
576
Physician Wealth Advisors
Utah
$213K -$6.29K -108 -3%
IGAM
577
iA Global Asset Management
Quebec, Canada
$213K +$213K +3,870 New
SPWG
578
Syntegra Private Wealth Group
Missouri
$212K -$60.2K -1,093 -22%
M1FG
579
Mach-1 Financial Group
Arkansas
$212K – – –
WS
580
Wedbush Securities
California
$209K +$209K +3,805 New
RA
581
RFG Advisory
Alabama
$209K -$20K -364 -9%
M
582
MOTCO
Texas
$208K +$41.1K +746 +25%
KFS
583
Keynote Financial Services
Connecticut
$207K -$1.38K -25 -0.7%
TF
584
Tompkins Financial
New York
$205K -$13.3K -242 -6%
SW
585
SVB Wealth
Massachusetts
$205K -$4.35K -79 -2%
CW
586
CreativeOne Wealth
Kansas
$204K +$204K +3,713 New
CWA
587
Clearview Wealth Advisors
Oregon
$203K -$9.8K -178 -5%
CPA
588
Capital Planning Advisors
California
$201K – – –
Group One Trading
589
Group One Trading
Illinois
$194K +$194K +3,520 New
HI
590
Harbour Investments
Wisconsin
$188K -$7.16K -130 -4%
PI
591
PEAK6 Investments
Illinois
$186K +$186K +3,373 New
QCG
592
Quadrant Capital Group
Ohio
$184K +$10.3K +188 +6%
GA
593
GoalVest Advisory
New York
$183K +$5.51K +100 +3%
RIM
594
Rakuten Investment Management
Japan
$167K +$62.1K +1,116 +59%
HPC
595
HM Payson & Co
Maine
$165K -$60.3K -1,096 -27%
Fidelity International
596
Fidelity International
Bermuda
$163K +$163K +2,961 New
SS
597
Sunbelt Securities
Texas
$162K +$6.39K +116 +4%
IWP
598
IAG Wealth Partners
Wisconsin
$157K +$8.59K +156 +6%
TCOV
599
Trust Company of Vermont
Vermont
$154K +$138K +2,500 +859%
NSIM
600
North Star Investment Management
Illinois
$148K +$716 +13 +0.5%
22 23
24
25 26