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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
576
Fiera Capital (Canada)
Quebec, Canada
$226K +$226K +3,627 New
MFG
577
Merit Financial Group
Georgia
$226K +$226K +3,627 New
HI
578
Harbour Investments
Wisconsin
$226K +$12.6K +203 +6%
RCM
579
Raleigh Capital Management
North Carolina
$226K -$20.4K -327 -8%
CWA
580
Clearview Wealth Advisors
Oregon
$222K -$7.97K -128 -3%
DAS
581
Diversify Advisory Services
Utah
$222K -$68.1K -1,153 -23%
GWP
582
Gen-Wealth Partners
Michigan
$221K -$287K -5,112 -57%
TPI
583
Trust Point Inc
Wisconsin
$221K +$221K +3,540 New
CWG
584
Cornerstone Wealth Group
North Carolina
$219K -$86.1K -1,382 -28%
EF
585
Empowered Funds
Pennsylvania
$218K +$218K +3,507 New
ATC
586
Argent Trust Co
Tennessee
$218K -$38.8K -623 -15%
KWMG
587
King Wealth Management Group
Florida
$218K +$218K +3,495 New
PWA
588
Physician Wealth Advisors
Utah
$218K – – –
PTC
589
Private Trust Company
Ohio
$215K -$67.2K -1,078 -24%
SPWG
590
Syntegra Private Wealth Group
Missouri
$213K -$27.1K -435 -11%
LA
591
LVW Advisors
New York
$212K +$212K +3,406 New
DA
592
Detalus Advisors
Missouri
$212K +$212K +3,400 New
HWM
593
Heirloom Wealth Management
Colorado
$209K -$220K -3,534 -51%
GFG
594
Goldstone Financial Group
Illinois
$208K +$208K +3,345 New
FHC
595
First Heartland Consultants
Missouri
$208K +$208K +3,339 New
QCG
596
Quadrant Capital Group
Ohio
$208K -$125 -2 -0.1%
RA
597
RFG Advisory
Alabama
$207K -$28.9K -464 -12%
BCM
598
Bourgeon Capital Management
Connecticut
$206K +$206K +3,301 New
NWWA
599
New Wave Wealth Advisors
Arkansas
$205K +$205K +3,286 New
HOWA
600
Heritage Oak Wealth Advisors
Florida
$205K +$205K +3,286 New
22 23
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