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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 %
RFG
701
REAP Financial Group
Texas
$15.5K 284 +120 +73%
JFGIW
702
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1K 270 – –
PFBT
703
Parkside Financial Bank & Trust
Missouri
$13.5K 247 +5 +2%
TH
704
TCTC Holdings
Texas
$13.1K 240 +240 New
TPCW
705
TD Private Client Wealth
New York
$12.9K 237 – –
AWM
706
Ameliora Wealth Management
Switzerland
$12.5K 230 – –
DPW
707
DiNuzzo Private Wealth
Pennsylvania
$12.4K 227 – –
GA
708
GoalVest Advisory
New York
$12.1K 222 -349 -61%
NI
709
NCP Inc
California
$11.5K 212 +3 +1%
NWM
710
Nova Wealth Management
Florida
$11.4K 210 +210 New
TSMHT
711
Thurston Springer Miller Herd & Titak
Indiana
$11.3K 208 +150 +259%
ST
712
Smithfield Trust
Pennsylvania
$11K 200 – –
CIA
713
Cape Investment Advisory
Georgia
$10.5K 192 +2 +1%
DCM
714
Davis Capital Management
Florida
$10.4K 191 – –
CPG
715
Cornerstone Planning Group
New Jersey
$9.02K 158 +12 +8%
HC
716
Hoese & Co
Minnesota
$8.72K 160 +160 New
BAM
717
Byrne Asset Management
New Jersey
$8.48K 160 – –
IHWM
718
Iron Horse Wealth Management
Iowa
$8.17K 150 – –
CBT
719
Crews Bank & Trust
Florida
$8.17K 150 +150 New
SL
720
Salomon & Ludwin
Virginia
$7.95K 146 -89 -38%
MAM
721
Meeder Asset Management
Ohio
$7.57K 139 +3 +2%
RWS
722
Retirement Wealth Solutions
Wisconsin
$7.57K 140 +140 New
BCM
723
Blume Capital Management
California
$7.3K 134 – –
PMFA
724
Plante Moran Financial Advisors
Michigan
$7.19K 132 +132 New
SO
725
Sierra Ocean
California
$7.14K 131 +131 New
27 28
29
30 31