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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$419M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$93.2M
3
BlackRock
BlackRock
New York
+$59.1M
4
PI
PGGM Investments
Netherlands
+$43.4M
5
State Street
State Street
Massachusetts
+$41.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$214M
2
CIM
Centersquare Investment Management
Pennsylvania
-$28.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.3M
4
Goldman Sachs
Goldman Sachs
New York
-$18.9M
5
N
Natixis
France
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
601
Glassman Wealth Services
Virginia
$283K +$842 +11 +0.3%
BCV
602
Banque Cantonale Vaudoise
Switzerland
$281K – – –
NYLIM
603
New York Life Investment Management
New York
$280K -$8.65K -113 -3%
FPAS
604
Focus Partners Advisor Solutions
Missouri
$278K -$118K -1,546 -30%
CW
605
CreativeOne Wealth
Kansas
$278K +$15.9K +208 +6%
MPW
606
MA Private Wealth
California
$277K – – –
PIA
607
Perennial Investment Advisors
California
$272K +$24.5K +320 +10%
BHPW
608
Beverly Hills Private Wealth
California
$266K +$266K +3,471 New
LIM
609
Longfellow Investment Management
Massachusetts
$265K – – –
OC
610
Oppenheimer & Co
New York
$265K -$134K -1,755 -34%
SB
611
Strategic Blueprint
Georgia
$259K -$127K -1,658 -33%
AAG
612
Armstrong Advisory Group
Massachusetts
$258K +$258K +3,369 New
BBWP
613
Beacon Bridge Wealth Partners
Pennsylvania
$256K +$256K +3,349 New
AGA
614
Arkos Global Advisors
Texas
$256K – – –
HH
615
Hilltop Holdings
Texas
$256K +$3.9K +51 +2%
ESB
616
Essex Savings Bank
Connecticut
$256K -$12.9K -169 -5%
V
617
Veritable
Delaware
$255K -$19.3K -252 -7%
EFH
618
Eaton Financial Holdings
Florida
$252K +$252K +3,287 New
RWM
619
Ritholtz Wealth Management
New York
$251K -$166K -2,169 -40%
MAS
620
Meeder Advisory Services
Ohio
$251K +$251K +3,283 New
PFA
621
Pure Financial Advisors
California
$251K – – –
CAGAS
622
Capital Advisory Group Advisory Services
Minnesota
$251K -$3.9K -51 -2%
CCA
623
Checchi Capital Advisers
California
$251K +$251K +3,274 New
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$250K -$1.45K -19 -0.6%
SIM
625
Stratos Investment Management
Ohio
$250K +$250K +3,264 New
23 24
25
26 27