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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 %
DWMS
651
Dominguez Wealth Management Solutions
Virginia
$223K +$607 +8 +0.3%
CAAS
652
Capital Asset Advisory Services
Michigan
$223K -$49K -646 -18%
HL
653
HeadInvest LLC
Maine
$222K -$5.84K -77 -3%
TF
654
Trek Financial
Arizona
$221K +$221K +2,918 New
UL
655
Unionview LLC
Washington
$221K – – –
CCA
656
Conestoga Capital Advisors
Pennsylvania
$221K – – –
SS
657
Sunbelt Securities
Texas
$219K +$3.32K +44 +2%
BEI
658
Benjamin Edwards Inc
Missouri
$218K +$40.8K +538 +23%
M
659
MOTCO
Texas
$217K +$5.23K +69 +2%
AFO
660
Allie Family Office
Florida
$217K – – –
MAG
661
MRA Advisory Group
New Jersey
$216K +$216K +2,853 New
PA
662
Prism Advisors
California
$216K – – –
CGH
663
Crossmark Global Holdings
Texas
$216K +$216K +2,846 New
WF
664
Welch & Forbes
Massachusetts
$214K – – –
AAS
665
Annex Advisory Services
Wisconsin
$212K – – –
SAM
666
SignalPoint Asset Management
Missouri
$209K +$8.81K +116 +4%
EWM
667
EPG Wealth Management
Georgia
$209K -$13.8K -182 -6%
MWC
668
MBM Wealth Consultants
Missouri
$207K – – –
GCM
669
Gator Capital Management
Florida
$206K – – –
TPM
670
Triasima Portfolio Management
Quebec, Canada
$204K -$1.36M -17,868 -87%
BWM
671
BCS Wealth Management
Tennessee
$204K – – –
RWM
672
Ritholtz Wealth Management
New York
$202K -$47.3K -623 -19%
CL
673
Choreo LLC
Illinois
$201K +$201K +2,654 New
TC
674
Touchstone Capital
Pennsylvania
$200K – – –
AWM
675
AllSquare Wealth Management
New York
$197K +$18.6K +245 +10%
25 26
27
28 29