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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
3
BlackRock
New York
$1.17B
4
PI
4
PGGM Investments
Netherlands
$139M
5
State Street
5
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$351M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.4M
5
N
5
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$26M -$27.7K -362 -0.1%
Invesco
52
Invesco
Georgia
$26M +$3.02M +39,458 +13%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$25.6M +$1.27M +16,536 +5%
BAM
54
Berkshire Asset Management
Pennsylvania
$24M +$336K +4,396 +1%
WIM
55
WealthPlan Investment Management
Nebraska
$23.5M +$329K +3,950 +1%
WP
56
WealthPLAN Partners
Nebraska
$23.2M +$23.2M +283,171 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$23.2M -$706K -9,227 -3%
Amundi
58
Amundi
France
$22.8M +$1.22M +15,060 +6%
HighTower Advisors
59
HighTower Advisors
Illinois
$22.5M -$216K -2,814 -1%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$22M +$301K +3,927 +1%
Canada Life
61
Canada Life
Manitoba, Canada
$21.9M +$1.77M +23,054 +9%
National Pension Service
62
National Pension Service
South Korea
$21.8M +$1.55M +20,279 +8%
Renaissance Technologies
63
Renaissance Technologies
New York
$21.7M +$148K +1,935 +0.7%
SEI Investments
64
SEI Investments
Pennsylvania
$21.5M +$1.5M +19,553 +7%
Nomura Asset Management
65
Nomura Asset Management
Japan
$20.8M +$930K +12,150 +5%
Swedbank
66
Swedbank
Sweden
$20.5M – – –
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$20.4M +$2.21M +28,853 +12%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$17.8M -$9.04M -118,106 -34%
CIM
69
Centersquare Investment Management
Pennsylvania
$17.7M -$28.9M -377,729 -62%
Franklin Resources
70
Franklin Resources
California
$17M +$1.47M +19,156 +9%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$16.6M +$100K +1,307 +0.6%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$16.1M +$1.56M +20,317 +11%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$15.5M -$254K -3,312 -2%
Truist Financial
74
Truist Financial
North Carolina
$15.3M +$216K +2,823 +1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$15M +$67.2K +871 +0.4%
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