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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.

New
Increased
Maintained
Reduced
Closed
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 %
BFS
651
Bare Financial Services
Pennsylvania
$50K – – –
BEI
652
Benjamin Edwards Inc
Missouri
$50K -$274 -5 -0.5%
MA
653
MCF Advisors
Kentucky
$49.5K – – –
IBOK
654
Independence Bank of Kentucky
Kentucky
$48.4K – – –
FLPIM
655
F.L. Putnam Investment Management
Massachusetts
$48.2K +$48.2K +875 New
PGAM
656
Princeton Global Asset Management
New Jersey
$47.8K – – –
HNB
657
Huntington National Bank
Ohio
$47.3K +$1.6K +29 +3%
BSB
658
Bangor Savings Bank
Maine
$46.8K – – –
AF
659
Advisornet Financial
Minnesota
$45.7K +$2.42K +44 +6%
RI
660
Ridgewood Investments
New Jersey
$41.3K +$41.3K +750 New
CSWM
661
Cassady Schiller Wealth Management
Ohio
$40.7K – – –
RFA
662
Register Financial Advisors
Georgia
$39.5K -$86.6K -1,574 -69%
IWA
663
IBEX Wealth Advisors
New Jersey
$39.4K +$39.4K +716 New
EC
664
EdgeRock Capital
Colorado
$39.4K +$39.4K +715 New
PA
665
PSI Advisors
Florida
$39K -$62.5K -1,136 -62%
AA
666
Alta Advisers
United Kingdom
$38.5K – – –
HNB
667
Hilltop National Bank
Wyoming
$38.5K – – –
TIM
668
Tortoise Investment Management
New York
$38.4K – – –
SOW
669
State of Wyoming
Wyoming
$37.9K -$1.71K -31 -4%
ME
670
McIlrath & Eck
Washington
$37.6K +$6.66K +121 +22%
CSB
671
City State Bank
Iowa
$37.5K – – –
MWA
672
Moser Wealth Advisors
Washington
$37.5K – – –
FFA
673
Farther Finance Advisors
California
$37.2K -$10.6K -195 -22%
LIA
674
Lynx Investment Advisory
District of Columbia
$34.2K +$34.2K +622 New
Parallax Volatility Advisers
675
Parallax Volatility Advisers
California
$33.7K +$33.7K +613 New
25 26
27
28 29