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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
Resolution Capital
Australia
$31.8M
2
ZIM
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
Capital World Investors
California
$202M
4
Barclays
Barclays
United Kingdom
$31.6M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGP
601
Metis Global Partners
California
$285K +$285K +3,762 New
CAM
602
Cresset Asset Management
Illinois
$285K -$39.9K -519 -12%
FAG
603
Fortitude Advisory Group
Washington
$285K -$17.1K -226 -6%
SWM
604
Silverlake Wealth Management
Vermont
$283K +$76 +1 +0%
GWS
605
Glassman Wealth Services
Virginia
$283K +$1.9K +25 +0.7%
RBCM
606
Raub Brock Capital Management
California
$282K – – –
BCV
607
Banque Cantonale Vaudoise
Switzerland
$279K – – –
BHPW
608
Beverly Hills Private Wealth
California
$277K +$13.3K +175 +5%
PFO
609
Pathstone Family Office
New Jersey
$270K -$921K -11,164 -77%
ESB
610
Essex Savings Bank
Connecticut
$263K +$9.94K +131 +4%
OC
611
Oppenheimer & Co
New York
$262K +$228 +3 +0.1%
HPC
612
HM Payson & Co
Maine
$262K -$31.8K -419 -11%
LFAS
613
Level Four Advisory Services
Texas
$262K +$262K +3,456 New
SWMP
614
Signature Wealth Management Partners
New Jersey
$261K -$21.4K -282 -8%
LCWP
615
Legacy Capital Wealth Partners
Arkansas
$259K +$259K +3,420 New
BBWP
616
Beacon Bridge Wealth Partners
Pennsylvania
$254K +$379 +5 +0.1%
AGA
617
Arkos Global Advisors
Texas
$254K – – –
OTL
618
Oak Thistle LLC
New York
$254K +$254K +3,344 New
V
619
Veritable
Delaware
$253K – – –
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$252K +$36K +474 +17%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$1.74K +23 +0.7%
S
622
SignatureFD
Georgia
$250K +$19.6K +258 +9%
MWM
623
Mission Wealth Management
California
$249K +$31K +408 +14%
PFA
624
Pure Financial Advisors
California
$249K – – –
BAM
625
BOS Asset Management
Illinois
$248K -$87.2K -1,149 -26%
23 24
25
26 27