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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OP
626
ORG Partners
Indiana
$223K 3,262 +3,262 New
ACA
627
Aptus Capital Advisors
Alabama
$222K 3,281 -368 -10%
AGA
628
Arkos Global Advisors
Texas
$221K 3,276 – –
V
629
Veritable
Delaware
$220K 3,261 -1 -0%
PFGIA
630
Patriot Financial Group Insurance Agency
Massachusetts
$220K 3,251 +26 +0.8%
PFA
631
Pure Financial Advisors
California
$217K 3,209 – –
BAM
632
BOS Asset Management
Illinois
$216K 3,200 – –
EFH
633
Eaton Financial Holdings
Florida
$216K 3,192 +41 +1%
MAG
634
MRA Advisory Group
New Jersey
$215K 3,182 +388 +14%
SB
635
Strategic Blueprint
Georgia
$214K 3,163 +80 +3%
ONB
636
Old National Bancorp
Indiana
$214K 3,162 -2,620 -45%
MS
637
Maven Securities
Jersey
$213K 3,154 +3,154 New
VA
638
Valmark Advisers
Ohio
$212K 3,135 – –
AWE
639
Avidian Wealth Enterprises
Texas
$210K 3,105 -4,123 -57%
WP
640
WealthSpring Partners
California
$209K 3,088 -1,280 -29%
SCM
641
Schnieders Capital Management
California
$208K 3,082 – –
T
642
TOBAM
France
$207K 3,062 – –
FPAS
643
Focus Partners Advisor Solutions
Missouri
$204K 3,024 +3,024 New
IDA
644
Intelligence Driven Advisers
California
$204K 3,000 – –
REMPR
645
Roof Eidam Maycock Peralta (REMP)
California
$203K 3,000 – –
MKA
646
M. Kulyk & Associates
Georgia
$202K 2,995 – –
IWP
647
IAG Wealth Partners
Wisconsin
$200K 2,964 -132 -4%
GWS
648
Glassman Wealth Services
Virginia
$200K 2,962 -689 -19%
SC
649
Savant Capital
Illinois
$200K 2,961 +2,961 New
FWM
650
Focused Wealth Management
New York
$199K 2,944 +17 +0.6%
24 25
26
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