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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 %
EFH
626
Eaton Financial Holdings
Florida
$244K -$5.31K -70 -2%
VA
627
Valmark Advisers
Ohio
$243K +$37.9K +499 +18%
AWM
628
Accurate Wealth Management
Florida
$241K +$31.3K +429 +15%
CIC
629
Chase Investment Counsel
Virginia
$241K +$21.5K +284 +10%
IWP
630
IAG Wealth Partners
Wisconsin
$240K -$44.1K -582 -16%
SB
631
Strategic Blueprint
Georgia
$239K -$17.4K -229 -7%
SCM
632
Schnieders Capital Management
California
$239K – – –
T
633
TOBAM
France
$237K +$142K +1,877 +150%
LRWA
634
Long Run Wealth Advisors
New York
$235K +$23.7K +312 +11%
BL
635
BFSG LLC
California
$235K +$235K +3,100 New
MC
636
Machina Capital
France
$235K +$235K +3,093 New
TMAM
637
Tokio Marine Asset Management
Japan
$234K – – –
SFS
638
Sowell Financial Services
Arkansas
$233K -$1.14M -15,051 -83%
CCM
639
CTC Capital Management
Illinois
$232K -$77.5K -1,021 -25%
REMPR
640
Roof Eidam Maycock Peralta (REMP)
California
$232K – – –
MKA
641
M. Kulyk & Associates
Georgia
$232K -$9.71K -128 -4%
AIA
642
Allied Investment Advisors
Montana
$228K – – –
FWM
643
Focused Wealth Management
New York
$227K +$66.1K +871 +41%
SIS
644
Sound Income Strategies
Florida
$227K +$83.1K +1,096 +58%
KI
645
Kapitalo Investimentos
Brazil
$227K +$227K +3,052 New
KeyBank National Association
646
KeyBank National Association
Ohio
$226K -$3.57K -47 -2%
RFA
647
Register Financial Advisors
Georgia
$225K +$1.44K +19 +0.6%
GWANC
648
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K -$2.93K -38 -1%
WT
649
Washington Trust
Rhode Island
$224K – – –
IDA
650
Intelligence Driven Advisers
California
$223K – – –
24 25
26
27 28