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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$419M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$93.2M
3
BlackRock
BlackRock
New York
+$59.1M
4
PI
PGGM Investments
Netherlands
+$43.4M
5
State Street
State Street
Massachusetts
+$41.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$214M
2
CIM
Centersquare Investment Management
Pennsylvania
-$28.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.3M
4
Goldman Sachs
Goldman Sachs
New York
-$18.9M
5
N
Natixis
France
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
651
EPG Wealth Management
Georgia
$225K +$225K +2,933 New
UL
652
Unionview LLC
Washington
$223K +$223K +2,913 New
CCA
653
Conestoga Capital Advisors
Pennsylvania
$223K +$223K +2,910 New
CAMV
654
Concord Asset Management (Virginia)
Virginia
$221K +$221K +2,889 New
CIC
655
Chase Investment Counsel
Virginia
$221K -$1.61M -21,063 -88%
MWM
656
Mission Wealth Management
California
$220K +$220K +2,873 New
AFO
657
Allie Family Office
Florida
$219K +$219K +2,859 New
SS
658
Sunbelt Securities
Texas
$219K +$219K +2,858 New
PA
659
Prism Advisors
California
$218K +$218K +2,850 New
CSPIA
660
Cary Street Partners Investment Advisory
Virginia
$218K – – –
WF
661
Welch & Forbes
Massachusetts
$216K +$216K +2,818 New
Dimensional Fund Advisors
662
Dimensional Fund Advisors
Texas
$215K +$15.1K +197,527 +8%
DA
663
Duality Advisers
Florida
$214K +$214K +2,799 New
M
664
MOTCO
Texas
$214K -$19.2K -251 -8%
LRWA
665
Long Run Wealth Advisors
New York
$214K +$214K +2,791 New
AAS
666
Annex Advisory Services
Wisconsin
$214K +$214K +2,790 New
FDCDDQ
667
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K – – –
PA
668
Profund Advisors
Maryland
$211K -$13.6K -178 -6%
GCM
669
Gator Capital Management
Florida
$208K +$208K +2,716 New
KAS
670
Kestra Advisory Services
Texas
$207K +$207K +2,703 New
VA
671
Valmark Advisers
Ohio
$207K +$207K +2,702 New
BWM
672
BCS Wealth Management
Tennessee
$206K +$206K +2,694 New
AAM
673
Ameraudi Asset Management
New York
$205K +$205K +2,675 New
FT
674
Fiduciary Trust
Massachusetts
$203K +$203K +2,648 New
SWA
675
Sightline Wealth Advisors
Connecticut
$202K +$202K +2,642 New
25 26
27
28 29