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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$219M
2
Northern Trust
2
Northern Trust
Illinois
$144M
3
BlackRock
3
BlackRock
New York
$1.5B
4
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.1M
5
UBS Group
5
UBS Group
Switzerland
$104M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
601
Spire Wealth Management
Virginia
$112K 2,055 – –
WCM
602
Westend Capital Management
California
$109K 2,000 – –
AF
603
Advisornet Financial
Minnesota
$106K 1,948 -250 -11%
UB
604
UMB Bank
Missouri
$105K 1,930 +488 +34%
AG
605
AmeriFlex Group
Nevada
$105K 1,879 +1,879 New
GI
606
GAMMA Investing
California
$103K 1,889 -555 -23%
RA
607
Rise Advisors
New York
$103K 1,885 +11 +0.6%
CWP
608
Concord Wealth Partners
Virginia
$97.5K 1,789 -377 -17%
T
609
Transce3nd
Texas
$92.2K 1,686 +1,686 New
VHAM
610
Van Hulzen Asset Management
California
$88.5K 1,624 +1,624 New
GSWM
611
Golden State Wealth Management
California
$88.4K 1,622 +1,622 New
FC
612
Fairscale Capital
New Hampshire
$87.2K 1,600 – –
Group One Trading
613
Group One Trading
Illinois
$85.2K 1,564 -1,356 -46%
OP
614
ORG Partners
Indiana
$84.9K 1,555 +127 +9%
API
615
Asset Planning Inc
California
$83.9K 1,540 +1,540 New
CTC
616
Central Trust Company
Missouri
$82.8K 1,520 -2 -0.1%
PFA
617
Pillar Financial Advisors
Kentucky
$81.1K 1,489 +1,489 New
BGAI
618
Bruce G. Allen Investments
Colorado
$80.1K 1,471 +293 +25%
IA
619
IFP Advisors
Florida
$79.2K 1,454 +95 +7%
LC
620
Lindbrook Capital
California
$75.6K 1,388 +458 +49%
GWSG
621
GPS Wealth Strategies Group
Colorado
$75.1K 1,379 – –
FGC
622
Financial Gravity Companies
Texas
$74K 1,359 – –
AAG
623
Armstrong Advisory Group
Massachusetts
$73.6K 1,351 – –
NSIM
624
North Star Investment Management
Illinois
$73.4K 1,348 -1,101 -45%
CA
625
CoreCap Advisors
Michigan
$72.6K 1,333 +42 +3%
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25
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