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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
676
Hilltop National Bank
Wyoming
$31.2K 572 -128 -18%
HWA
677
HHM Wealth Advisors
Tennessee
$29.7K 545 – –
MCM
678
MV Capital Management
Maryland
$28.9K 531 -231 -30%
BIG
679
Brooklyn Investment Group
New York
$28.9K 530 +147 +38%
CSB
680
City State Bank
Iowa
$28.2K 518 – –
Belvedere Trading
681
Belvedere Trading
Illinois
$27.9K 513 -1,749 -77%
SSG
682
Summit Securities Group
New York
$27.2K 500 -5,600 -92%
VCM
683
Versant Capital Management
Arizona
$26.9K 493 – –
RTC
684
Riverview Trust Company
Washington
$26.9K 493 – –
National Pension Service
685
National Pension Service
South Korea
$25.3K 465 +465 New
RFS
686
Richardson Financial Services
Massachusetts
$25.2K 463 -463 -50%
HCP
687
Hexagon Capital Partners
Arkansas
$23K 422 – –
FUBT
688
First United Bank & Trust
Maryland
$22.6K 415 – –
C
689
Covestor
United Kingdom
$22K 421 +6 +1%
HWA
690
Heritage Wealth Advisors
Virginia
$21.9K 402 – –
ETS
691
ESL Trust Services
New York
$21.8K 400 – –
LWANC
692
Laurel Wealth Advisors (North Carolina)
North Carolina
$21.6K 396 – –
VWM
693
Venturi Wealth Management
Texas
$21.1K 388 +150 +63%
NRG
694
Nemes Rush Group
Michigan
$20.5K 376 +45 +14%
TWD
695
True Wealth Design
Ohio
$19.2K 353 +353 New
TIM
696
Thompson Investment Management
Wisconsin
$19K 349 – –
CAM
697
Creekmur Asset Management
Illinois
$18.9K 347 -1 -0.3%
RF
698
Robbins Farley
New Hampshire
$18.8K 345 – –
RDFA
699
Ritter Daniher Financial Advisory
Ohio
$16K 293 – –
GIA
700
GHP Investment Advisors
Colorado
$15.5K 285 – –
26 27
28
29 30