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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
601
Capital Analysts LLC
Pennsylvania
$26K 363 +9 +3%
CAGAS
602
Capital Advisory Group Advisory Services
Minnesota
$25K 347 – –
AWM
603
Avior Wealth Management
Nebraska
$25K 355 +5 +1%
CBT
604
CoreFirst Bank & Trust
Kansas
$23K 330 – –
SCA
605
Stonebridge Capital Advisors
Minnesota
$23K 321 +321 New
DOA
606
D'Orazio & Associates
Virginia
$23K 325 +325 New
SFA
607
Semmax Financial Advisors
North Carolina
$22K 316 – –
MWC
608
MBM Wealth Consultants
Missouri
$22K 305 +305 New
RIA
609
RPG Investment Advisory
California
$21K 300 – –
WWM
610
Wagner Wealth Management
South Carolina
$21K 300 +300 New
BMD
611
Better Money Decisions
New Mexico
$21K 303 +303 New
LWA
612
Lenox Wealth Advisors
New York
$20K 286 – –
BWM
613
BerganKDV Wealth Management
Minnesota
$18K 250 +3 +1%
FFA
614
Freedman Financial Associates
Massachusetts
$17K 240 – –
EWM
615
Elmwood Wealth Management
California
$17K 246 +246 New
JWM
616
Janiczek Wealth Management
Colorado
$15K 211 +39 +23%
RCA
617
Ranch Capital Advisors
Florida
$14K 200 – –
GI
618
Gradient Investments
Minnesota
$13K 190 – –
FP
619
Fiduciary Planning
Florida
$12K 168 +3 +2%
EWM
620
Endurance Wealth Management
Rhode Island
$11K 160 – –
APWA
621
Atlas Private Wealth Advisors
New Jersey
$11K 152 – –
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
$10K 143 +48 +51%
CWA
623
Core Wealth Advisors
Florida
$9K 125 – –
EARNEST Partners
624
EARNEST Partners
Georgia
$8K 114 – –
FDCDDQ
625
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.78K 110 – –
23 24
25
26 27