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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SFCL
676
Strengthening Families & Communities LLC
Massachusetts
$33K 608 +9 +2%
PAG
677
Paladin Advisory Group
Iowa
$32.7K 598 – –
NECFA
678
New England Capital Financial Advisors
Connecticut
$32.1K 583 – –
MA
679
Montag & Associates
Georgia
$31.9K 570 – –
TCG
680
Transcendent Capital Group
Oklahoma
$31.8K 578 +9 +2%
QL
681
Quarry LP
New York
$30.8K 560 +357 +176%
MSFP
682
Mark Sheptoff Financial Planning
Connecticut
$30.7K 558 – –
WWM
683
Wolff Wiese Magana
California
$30.5K 555 +2 +0.4%
HWA
684
HHM Wealth Advisors
Tennessee
$30K 545 -127 -19%
RDFA
685
Ritter Daniher Financial Advisory
Ohio
$29.9K 543 – –
HGERS
686
Householder Group Estate & Retirement Specialist
Arizona
$29K 528 – –
AAM
687
Advisors Asset Management
Colorado
$27.6K 502 +502 New
RTC
688
Riverview Trust Company
Washington
$27.1K 493 – –
GI
689
Gradient Investments
Minnesota
$26.9K 489 – –
Allspring Global Investments
690
Allspring Global Investments
North Carolina
$26.6K 483 +453 +1,510%
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$26.4K 479 +231 +93%
VCM
692
Versant Capital Management
Arizona
$26.3K 478 +99 +26%
RFS
693
Richardson Financial Services
Massachusetts
$25.5K 463 – –
HCP
694
Hexagon Capital Partners
Arkansas
$23.2K 422 – –
FUBT
695
First United Bank & Trust
Maryland
$22.8K 415 – –
HWA
696
Heritage Wealth Advisors
Virginia
$22.1K 402 -198 -33%
ETS
697
ESL Trust Services
New York
$22K 400 – –
Bessemer Group
698
Bessemer Group
New Jersey
$22K 410 +61 +17%
LWANC
699
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.8K 396 – –
RWPA
700
Richard W. Paul & Associates
Michigan
$20.4K 370 – –
26 27
28
29 30