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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
626
Janiczek Wealth Management
Colorado
$75.9K +$5.93K +107 +8%
AWM
627
Avior Wealth Management
Nebraska
$75.2K -$18.3K -333 -20%
FGAM
628
Financial Gravity Asset Management
Texas
$74.8K -$74.8K -1,359 -50%
IFAM
629
Institutional & Family Asset Management
Colorado
$72.6K – – –
LCM
630
Logan Capital Management
Pennsylvania
$71.6K – – –
IA
631
IFP Advisors
Florida
$70.9K -$7.6K -138 -10%
SC
632
SouthState Corp
Florida
$68.5K – – –
CA
633
CoreCap Advisors
Michigan
$66.1K +$3.8K +69 +6%
TSWM
634
Tyler-Stone Wealth Management
Ohio
$66.1K – – –
BGAI
635
Bruce G. Allen Investments
Colorado
$62.9K +$18.5K +336 +42%
AA
636
Addison Advisors
Vermont
$62.5K -$991 -18 -2%
MTIC
637
Missouri Trust & Investment Company
Missouri
$62.5K – – –
Jones Financial Companies
638
Jones Financial Companies
Missouri
$62.2K +$62.2K +1,129 New
C
639
Covestor
United Kingdom
$62K -$17.4K -316 -22%
BBHC
640
Brown Brothers Harriman & Co
New York
$62K -$4.18K -76 -6%
WT
641
Whittier Trust
California
$60.5K – – –
LC
642
Lindbrook Capital
California
$59.3K +$14K +254 +31%
SIC
643
Salem Investment Counselors
North Carolina
$55.9K – – –
DJSG
644
D.J. St. Germain
Massachusetts
$54.6K – – –
BTI
645
Blue Trust Inc
Georgia
$53.4K +$38.1K +675 +249%
KFI
646
Key Financial Inc
Pennsylvania
$53K – – –
CPBTD
647
Central Pacific Bank - Trust Division
Hawaii
$52.9K – – –
CAL
648
Capital Analysts LLC
Pennsylvania
$52K +$388 +7 +0.8%
UB
649
UMB Bank
Missouri
$51.7K +$5.95K +108 +13%
QC
650
Quent Capital
New York
$51K +$2.26K +41 +5%
24 25
26
27 28