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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 %
Allspring Global Investments
701
Allspring Global Investments
North Carolina
$124K -$302K -3,988 -71%
SC
702
SouthState Corp
Florida
$121K -$28.1K -371 -19%
CTC
703
Central Trust Company
Missouri
$120K -$3.87K -51 -3%
AWM
704
Avior Wealth Management
Nebraska
$117K +$30.4K +400 +35%
FMP
705
Financial Management Professionals
Texas
$115K – – –
HDIM
706
Hanson & Doremus Investment Management
Vermont
$113K -$16.4K -216 -13%
TWA
707
TCI Wealth Advisors
Arizona
$110K +$27.8K +366 +34%
AA
708
Addison Advisors
Vermont
$109K – – –
IFAM
709
Institutional & Family Asset Management
Colorado
$102K – – –
RA
710
Rise Advisors
New York
$101K +$228 +3 +0.2%
LCM
711
Logan Capital Management
Pennsylvania
$101K – – –
RWPA
712
Richard W. Paul & Associates
Michigan
$97.7K – – –
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$95.9K – – –
HGERS
714
Householder Group Estate & Retirement Specialist
Arizona
$93K – – –
BONH
715
Bank of New Hampshire
New Hampshire
$88.7K – – –
MA
716
MCF Advisors
Kentucky
$88.4K -$23.1K -303 -21%
BBHC
717
Brown Brothers Harriman & Co
New York
$87.2K – – –
WT
718
Whittier Trust
California
$85.2K – – –
KTC
719
Kistler-Tiffany Companies
Pennsylvania
$75.4K – – –
EWA
720
EverSource Wealth Advisors
Alabama
$75.3K -$490K -6,459 -87%
KFI
721
Key Financial Inc
Pennsylvania
$74.5K -$20.6K -271 -22%
CCM
722
Chilton Capital Management
Texas
$72.7K +$72.7K +959 New
JWM
723
Janiczek Wealth Management
Colorado
$71.4K +$11.5K +165 +19%
CAL
724
Capital Analysts LLC
Pennsylvania
$70K +$5.84K +77 +9%
AIP
725
Ahrens Investment Partners
Louisiana
$69.7K +$69.7K +919 New
27 28
29
30 31