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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
601
CIBC Private Wealth Group
Georgia
$142K -$36.3K -658 -20%
AWM
602
AllSquare Wealth Management
New York
$140K – – –
CFD
603
Creative Financial Designs
Indiana
$139K +$4.35K +79 +3%
SSB
604
Sandy Spring Bank
Maryland
$136K +$18.2K +330 +15%
WT
605
Washington Trust
Rhode Island
$136K – – –
CWP
606
Concord Wealth Partners
Virginia
$134K -$136K -2,475 -50%
SWA
607
SOA Wealth Advisors
New York
$129K -$34K -617 -21%
AAG
608
Armstrong Advisory Group
Massachusetts
$126K -$49.1K -892 -28%
GI
609
GAMMA Investing
California
$123K +$52.3K +950 +74%
PA
610
Parallel Advisors
California
$119K -$2.97K -54 -2%
POIA
611
Pin Oak Investment Advisors
Texas
$116K – – –
SWM
612
Spire Wealth Management
Virginia
$113K – – –
MCM
613
MV Capital Management
Maryland
$111K -$97.8K -1,776 -47%
WCM
614
Westend Capital Management
California
$109K – – –
CFM
615
Catalyst Funds Management
Australia
$105K +$105K +1,900 New
RA
616
Rise Advisors
New York
$103K +$606 +11 +0.6%
MSG
617
Main Street Group
Virginia
$100K +$5.57K +102 +6%
OP
618
ORG Partners
Indiana
$99.9K +$99.9K +1,825 New
KFS
619
Kelly Financial Services
Massachusetts
$98.2K – – –
FC
620
Fairscale Capital
New Hampshire
$93.2K +$93.2K +1,600 New
CTC
621
Central Trust Company
Missouri
$83.7K -$49.6K -901 -37%
FMP
622
Financial Management Professionals
Texas
$83K +$941 +17 +1%
GJIA
623
Glass Jacobson Investment Advisors
Maryland
$82.6K -$10.1K -183 -11%
UWS
624
Unique Wealth Strategies
Illinois
$81.4K +$81.4K +1,443 New
AA
625
Ancora Advisors
Ohio
$76.4K +$19.6K +356 +34%
23 24
25
26 27