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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$5.75M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$72.7M
5
Invesco
5
Invesco
Georgia
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGC
651
Financial Gravity Companies
Texas
$84.7K +$84.7K +1,359 New
IA
652
IFP Advisors
Florida
$84.7K +$4.36K +70 +5%
AAG
653
Armstrong Advisory Group
Massachusetts
$84.2K -$58K -931 -41%
LCM
654
Logan Capital Management
Pennsylvania
$81K – – –
FWM
655
FSA Wealth Management
Massachusetts
$80.9K +$80.9K +1,298 New
CA
656
CoreCap Advisors
Michigan
$80.4K +$5.61K +90 +7%
Fidelity International
657
Fidelity International
Bermuda
$80.3K -$104K -1,672 -56%
SC
658
SouthState Corp
Florida
$77.5K – – –
BBHC
659
Brown Brothers Harriman & Co
New York
$75.1K +$4.98K +80 +7%
FMP
660
Financial Management Professionals
Texas
$75K -$18.3K -294 -20%
BGAI
661
Bruce G. Allen Investments
Colorado
$73.4K +$2.24K +36 +3%
AA
662
Addison Advisors
Vermont
$70.8K – – –
MTIC
663
Missouri Trust & Investment Company
Missouri
$70.7K – – –
BWP
664
Baldwin Wealth Partners
Massachusetts
$70.6K +$70.6K +1,117 New
WT
665
Whittier Trust
California
$68.5K – – –
AA
666
Ancora Advisors
Ohio
$66.3K -$20.2K -324 -23%
SIC
667
Salem Investment Counselors
North Carolina
$63.2K – – –
AWM
668
Avondale Wealth Management
Texas
$62.3K +$62.3K +1,000 New
DJSG
669
D.J. St. Germain
Massachusetts
$61.8K – – –
KFI
670
Key Financial Inc
Pennsylvania
$60.4K +$436 +7 +0.7%
EB
671
Eastern Bank
Massachusetts
$60.1K +$60.1K +965 New
CPBTD
672
Central Pacific Bank - Trust Division
Hawaii
$59.9K – – –
CAL
673
Capital Analysts LLC
Pennsylvania
$59K +$375 +6 +0.6%
LC
674
Lindbrook Capital
California
$57.9K -$9.22K -148 -14%
WWM
675
Wolff Wiese Magana
California
$57.2K +$22.6K +363 +65%
25 26
27
28 29