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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
601
Conestoga Capital Advisors
Pennsylvania
$230K 2,850 – –
PAS
602
Park Avenue Securities
New York
$230K 2,840 +2,840 New
WAM
603
Walker Asset Management
Missouri
$229K 2,836 +13 +0.5%
VA
604
Valmark Advisers
Ohio
$228K 2,815 +142 +5%
SCA
605
Snowden Capital Advisors
New York
$228K 2,821 +1,774 +169%
HL
606
HeadInvest LLC
Maine
$227K 2,814 +53 +2%
PA
607
Prism Advisors
California
$226K 2,791 – –
CC
608
Centiva Capital
New York
$226K 2,795 +2,795 New
EWM
609
EPG Wealth Management
Georgia
$225K 2,786 +2,786 New
VHAM
610
Van Hulzen Asset Management
California
$223K 2,755 – –
WF
611
Welch & Forbes
Massachusetts
$223K 2,760 +2,760 New
BWM
612
BCS Wealth Management
Tennessee
$221K 2,739 – –
GB
613
Goepper Burkhardt
South Carolina
$217K 2,684 +2,684 New
GCM
614
Gator Capital Management
Florida
$215K 2,660 – –
FPS
615
Fieldpoint Private Securities
Connecticut
$215K 2,660 – –
AWA
616
Arkadios Wealth Advisors
Georgia
$214K 2,643 -1,603 -38%
RA
617
RFG Advisory
Alabama
$212K 2,619 -2,240 -46%
TC
618
Touchstone Capital
Pennsylvania
$212K 2,622 -149 -5%
VCA
619
Verdence Capital Advisors
Maryland
$211K 2,609 -2,175 -45%
TC
620
TownSquare Capital
Utah
$210K 2,597 +140 +6%
A
621
Astrantus
Cyprus
$210K 2,600 +2,600 New
CIC
622
Chase Investment Counsel
Virginia
$208K 2,578 -115 -4%
PAG
623
Private Advisory Group
Washington
$206K 2,554 – –
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$205K 2,537 -295 -10%
HDIM
625
Hanson & Doremus Investment Management
Vermont
$205K 2,532 +285 +13%
23 24
25
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