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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
601
Focused Wealth Management
New York
$204K +$204K +3,269 New
CIA
602
Capital Investment Advisors
Georgia
$204K +$204K +3,268 New
TWP
603
Tyche Wealth Partners
Texas
$203K +$203K +3,258 New
RWM
604
Ritholtz Wealth Management
New York
$202K +$202K +3,246 New
PWP
605
Principle Wealth Partners
Connecticut
$202K +$202K +3,240 New
MAS
606
Meeder Advisory Services
Ohio
$201K +$201K +3,231 New
GIA
607
Guyasuta Investment Advisors
Pennsylvania
$201K -$59.2K -950 -23%
VVP
608
Venture Visionary Partners
Ohio
$201K +$201K +3,220 New
PA
609
Parallel Advisors
California
$200K +$65.1K +1,045 +48%
HPC
610
HM Payson & Co
Maine
$186K – – –
SS
611
Sunbelt Securities
Texas
$185K +$1.93K +31 +1%
M
612
MOTCO
Texas
$184K -$51.8K -831 -22%
Group One Trading
613
Group One Trading
Illinois
$182K -$37.4K -600 -17%
LFA
614
LGT Financial Advisors
Texas
$174K -$216K -3,464 -55%
TCOV
615
Trust Company of Vermont
Vermont
$174K – – –
GC
616
Globeflex Capital
California
$159K +$159K +2,547 New
AWM
617
AllSquare Wealth Management
New York
$158K – – –
FDCDDQ
618
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K -$165K -2,643 -51%
TC
619
Truvestments Capital
Florida
$155K +$155K +2,492 New
IWP
620
IAG Wealth Partners
Wisconsin
$155K -$22.2K -356 -13%
SSB
621
Sandy Spring Bank
Maryland
$154K – – –
WT
622
Washington Trust
Rhode Island
$153K – – –
NSIM
623
North Star Investment Management
Illinois
$153K -$14.9K -239 -9%
GI
624
GAMMA Investing
California
$152K +$13.2K +212 +9%
CFD
625
Creative Financial Designs
Indiana
$147K -$9.78K -157 -6%
23 24
25
26 27