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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 %
TIM
701
Thompson Investment Management
Wisconsin
$19.2K 349 -87 -20%
CAM
702
Creekmur Asset Management
Illinois
$19.2K 348 -373 -52%
RF
703
Robbins Farley
New Hampshire
$19K 345 – –
RIA
704
Realta Investment Advisors
Delaware
$18.9K 344 +5 +1%
SAM
705
Smartleaf Asset Management
Massachusetts
$18.3K 328 +94 +40%
NRG
706
Nemes Rush Group
Michigan
$18.2K 331 – –
GLR
707
Great Lakes Retirement
Ohio
$17.2K 307 +307 New
TFIPS
708
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.5K 300 – –
FNWA
709
Financial Network Wealth Advisors
Utah
$16.4K 298 +298 New
GIA
710
GHP Investment Advisors
Colorado
$15.7K 285 – –
BF
711
BOK Financial
Oklahoma
$15.6K 283 – –
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1K 270 +270 New
TWP
713
Triad Wealth Partners
Kansas
$15.1K 274 +274 New
SP
714
SWS Partners
Ohio
$15.1K 274 +274 New
VF
715
VitalStone Financial
Texas
$14.5K 263 +4 +2%
NC
716
NewSquare Capital
Pennsylvania
$14.1K 256 -38 -13%
TPCW
717
TD Private Client Wealth
New York
$13K 237 +205 +641%
PFBT
718
Parkside Financial Bank & Trust
Missouri
$12.8K 233 +46 +25%
BONH
719
Bank of New Hampshire
New Hampshire
$12.7K 231 -735 -76%
AWM
720
Ameliora Wealth Management
Switzerland
$12.7K 230 – –
DPW
721
DiNuzzo Private Wealth
Pennsylvania
$12.5K 227 – –
MTC
722
Matrix Trust Company
Colorado
$12K 222 +7 +3%
OWA
723
Opal Wealth Advisors
New York
$11.5K 209 -442 -68%
VWM
724
Venturi Wealth Management
Texas
$11.4K 207 +88 +74%
NI
725
NCP Inc
California
$11.3K 206 +3 +1%
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