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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
601
Quadrant Capital Group
Ohio
$64K +$3K +41 +5%
TWA
602
TCI Wealth Advisors
Arizona
$62K
CWM
603
Cedar Wealth Management
California
$60K
TSW
604
Thompson Siegel & Walmsley
Virginia
$60K
WT
605
Washington Trust
Rhode Island
$58K -$107K -1,461 -65%
EI
606
Ellevest Inc
New York
$57K -$366 -5 -0.6%
AA
607
Addison Advisors
Vermont
$57K +$57.2K +781 New
NSIM
608
North Star Investment Management
Illinois
$56K
EWM
609
Evermay Wealth Management
Virginia
$56K +$56.1K +766 New
WP
610
WealthShield Partners
North Carolina
$54K +$39.2K +536 +259%
HFA
611
Hoover Financial Advisors
Pennsylvania
$54K +$54.1K +739 New
FWM
612
Filbrandt Wealth Management
Wisconsin
$52K
PMFA
613
Plante Moran Financial Advisors
Michigan
$52K
RFA
614
Reilly Financial Advisors
California
$50K
FDCDDQ
615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.8K +$41.7K +570 +509%
HWA
616
Heritage Wealth Advisors
Virginia
$48.8K
PCG
617
Private Capital Group
Connecticut
$48K -$2.2K -30 -4%
JFA
618
JNBA Financial Advisors
Minnesota
$48K
AWM
619
Avior Wealth Management
Nebraska
$47K +$20.9K +286 +79%
SCA
620
Stonebridge Capital Advisors
Minnesota
$47K +$23.9K +327 +100%
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K
T
622
TOBAM
France
$44K
MA
623
Montag & Associates
Georgia
$43K
LC
624
Lindbrook Capital
California
$43K +$1.17K +16 +3%
PCM
625
Penserra Capital Management
California
$42K +$10.7K +146 +33%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.