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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$219M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
BlackRock
3
BlackRock
New York
$1.5B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M
5
UBS Group
5
UBS Group
Switzerland
$104M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
576
Physician Wealth Advisors
Utah
$199K 3,659 – –
CSP
577
Cary Street Partners
Virginia
$194K 3,570 +3,570 New
RCM
578
Raleigh Capital Management
North Carolina
$192K 3,528 -97 -3%
HI
579
Harbour Investments
Wisconsin
$191K 3,501 -125 -3%
FDCDDQ
580
Federation des caisses Desjardins du Quebec
Quebec, Canada
$175K 3,223 +717 +29%
GWP
581
Gen-Wealth Partners
Michigan
$173K 3,176 -755 -19%
Jones Financial Companies
582
Jones Financial Companies
Missouri
$169K 3,099 +1,150 +59%
OC
583
Oarsman Capital
Wisconsin
$168K 3,075 +825 +37%
CIBC Private Wealth Group
584
CIBC Private Wealth Group
Georgia
$166K 3,035 +735 +32%
PA
585
Parallel Advisors
California
$164K 3,015 -199 -6%
HPC
586
HM Payson & Co
Maine
$163K 2,990 – –
BBHC
587
Brown Brothers Harriman & Co
New York
$162K 2,971 +1,765 +146%
M
588
MOTCO
Texas
$161K 2,952 – –
QCG
589
Quadrant Capital Group
Ohio
$158K 2,898 -438 -13%
LFA
590
LGT Financial Advisors
Texas
$154K 2,819 +22 +0.8%
TCOV
591
Trust Company of Vermont
Vermont
$152K 2,791 – –
PTC
592
Private Trust Company
Ohio
$148K 2,716 -731 -21%
FFA
593
Farther Finance Advisors
California
$142K 2,605 +1,085 +71%
AWM
594
AllSquare Wealth Management
New York
$138K 2,540 – –
SSB
595
Sandy Spring Bank
Maryland
$135K 2,470 – –
WT
596
Washington Trust
Rhode Island
$133K 2,445 -18 -0.7%
POIA
597
Pin Oak Investment Advisors
Texas
$131K 2,100 – –
SWA
598
SOA Wealth Advisors
New York
$129K 2,364 +13 +0.6%
IWP
599
IAG Wealth Partners
Wisconsin
$127K 2,332 -157 -6%
Parallax Volatility Advisers
600
Parallax Volatility Advisers
California
$113K 2,076 +1 +0%
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24
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