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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
701
Semmax Financial Advisors
North Carolina
$18.5K 316 – –
TFIPS
702
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.9K 300 – –
NC
703
NewSquare Capital
Pennsylvania
$16.6K 294 -549 -65%
TCOV
704
Trust Company of Vermont
Vermont
$16.4K 291 – –
GIA
705
GHP Investment Advisors
Colorado
$16.1K 285 – –
BF
706
BOK Financial
Oklahoma
$15.9K 283 -500 -64%
BTI
707
Blue Trust Inc
Georgia
$15.3K 271 -816 -75%
FSWA
708
Financial Synergies Wealth Advisors
Texas
$15.3K 271 +271 New
VF
709
VitalStone Financial
Texas
$15K 259 – –
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$14K 248 -34 -12%
SAM
711
Smartleaf Asset Management
Massachusetts
$13.1K 234 +185 +378%
AWM
712
Ameliora Wealth Management
Switzerland
$13K 230 – –
DPW
713
DiNuzzo Private Wealth
Pennsylvania
$12.8K 227 – –
CWA
714
Core Wealth Advisors
Florida
$12.7K 225 – –
MTC
715
Matrix Trust Company
Colorado
$12K 215 +215 New
QL
716
Quarry LP
New York
$11.5K 203 +203 New
NI
717
NCP Inc
California
$11.4K 203 +203 New
DAM
718
Delta Asset Management
Tennessee
$11.3K 200 – –
CNBTD
719
Citizens National Bank Trust Department
Mississippi
$11K 195 – –
ST
720
Smithfield Trust
Pennsylvania
$11K 200 – –
DCM
721
Davis Capital Management
Florida
$10.7K 191 -125 -40%
CPG
722
Cornerstone Planning Group
New Jersey
$10.7K 189 -13 -6%
PFBT
723
Parkside Financial Bank & Trust
Missouri
$10.6K 187 -2 -1%
CIA
724
Cape Investment Advisory
Georgia
$10.4K 184 +3 +2%
RFG
725
REAP Financial Group
Texas
$10.3K 182 -849 -82%
27 28
29
30 31