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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
RIA
651
RPG Investment Advisory
California
$22K
LWA
652
Lenox Wealth Advisors
New York
$21K
JWM
653
Janiczek Wealth Management
Colorado
$21K +$5.56K +76 +35%
DOA
654
D'Orazio & Associates
Virginia
$19K -$5.2K -71 -21%
BWM
655
BerganKDV Wealth Management
Minnesota
$19K +$293 +4 +2%
FFA
656
Freedman Financial Associates
Massachusetts
$18K
CWAF
657
Core Wealth Advisors (Florida)
Florida
$17K +$7.47K +102 +80%
FFG
658
Ford Financial Group
California
$17K +$17.3K +237 New
JPLA
659
Joseph P. Lucia & Associates
New York
$15K +$7.47K +102 +100%
CA
660
Clearstead Advisors
Ohio
$15K +$14.9K +204 New
Federated Hermes
661
Federated Hermes
Pennsylvania
$14K -$25.7K -351 -65%
GI
662
Gradient Investments
Minnesota
$14K
RCA
663
Ranch Capital Advisors
Florida
$14K
WQ
664
Wealth Quarterback
New Jersey
$13K +$12.2K +167 New
BFC
665
Bedel Financial Consulting
Indiana
$13K +$13.1K +179 New
CT
666
Caldwell Trust
Florida
$11.2K
APWA
667
Atlas Private Wealth Advisors
New Jersey
$11K
EWM
668
Endurance Wealth Management
Rhode Island
$11K
EARNEST Partners
669
EARNEST Partners
Georgia
$9K
ASBI
670
American State Bank (Iowa)
Iowa
$8.13K
CHA
671
Carmichael Hill & Associates
Maryland
$8K
SWM
672
Sugarloaf Wealth Management
Georgia
$8K +$146 +2 +2%
MFG
673
Monumental Financial Group
Maryland
$8K +$7.91K +108 New
RDWM
674
Red Door Wealth Management
Tennessee
$8K +$8.34K +114 New
EFSCE
675
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$4.03K -55 -38%

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.