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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
626
HHM Wealth Advisors
Tennessee
$41K
SBL
627
Sargent Bickham Lagudis
Colorado
$38K +$512 +7 +1%
MA
628
MUFG Americas
New York
$37K
SN
629
Sittner & Nelson
Oregon
$37K
AIL
630
AGF Investments LLC
Ontario, Canada
$37K +$2.42K +33 +7%
WWMSC
631
Wagner Wealth Management (South Carolina)
South Carolina
$37K +$14.6K +199 +65%
TIM
632
Tortoise Investment Management
New York
$36K
CAM
633
CenterStar Asset Management
Illinois
$35K
CWC
634
Carolinas Wealth Consulting
North Carolina
$35K +$586 +8 +2%
FP
635
Financial Perspectives
Minnesota
$34K +$34.1K +466 New
SWM
636
Selective Wealth Management
Virginia
$33K
HCP
637
Hexagon Capital Partners
Arkansas
$32K
GEA
638
Glen Eagle Advisors
New Jersey
$31K
DWA
639
Dougherty Wealth Advisers
Minnesota
$30K
BWM
640
Baystate Wealth Management
Massachusetts
$30K +$512 +7 +2%
CFA
641
Carroll Financial Associates
North Carolina
$29K -$6.95K -95 -19%
Credit Agricole
642
Credit Agricole
France
$28K
CAL
643
Capital Analysts LLC
Pennsylvania
$27K +$366 +5 +1%
CAGAS
644
Capital Advisory Group Advisory Services
Minnesota
$26K
CBT
645
CoreFirst Bank & Trust
Kansas
$25K
SFA
646
Semmax Financial Advisors
North Carolina
$24K
OSAM
647
O'Shaughnessy Asset Management
Connecticut
$24K +$22.4K +306 +1,177%
BMD
648
Better Money Decisions
New Mexico
$23K
MWC
649
MBM Wealth Consultants
Missouri
$23K
LS
650
Livforsakringsbolaget Skandia
Sweden
$22K -$112K -1,532 -83%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.