WPC icon

W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.83%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$23.4M 346,664 +3,847 +1%
Goldman Sachs
52
Goldman Sachs
New York
$22M 325,800 +54,105 +20%
Amundi
53
Amundi
France
$21.7M 317,307 +39,051 +14%
Canada Life
54
Canada Life
Manitoba, Canada
$21.4M 315,932 +4,262 +1%
CIM
55
Centersquare Investment Management
Pennsylvania
$21M 311,294 +80,735 +35%
BAM
56
Berkshire Asset Management
Pennsylvania
$20.7M 306,713 +2,349 +0.8%
Allianz Asset Management
57
Allianz Asset Management
Germany
$20.5M 304,098 -102,427 -25%
Nomura Asset Management
58
Nomura Asset Management
Japan
$19.6M 289,908 +11,823 +4%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$19.5M 288,956 +27,501 +11%
Barclays
60
Barclays
United Kingdom
$19M 281,273 -126,866 -31%
RJA
61
Raymond James & Associates
Florida
$18.7M 276,169 -75,458 -21%
Swedbank
62
Swedbank
Sweden
$17.7M 262,039 – –
SO
63
STRS Ohio
Ohio
$17.7M 261,642 +81,791 +45%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$17.5M 259,690 -40,760 -14%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$17.4M 258,124 +166,782 +183%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$17.1M 253,198 -35,729 -12%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$15M 222,671 +9,902 +5%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$14.5M 215,051 -107,702 -33%
Truist Financial
69
Truist Financial
North Carolina
$14.5M 214,162 +13,669 +7%
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$14.1M 208,597 +17,504 +9%
Franklin Resources
71
Franklin Resources
California
$13.5M 200,116 -40,842 -17%
RGREA
72
Ranger Global Real Estate Advisors
Colorado
$13.4M 197,899 +197,899 New
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$13.3M 196,481 -3,031 -2%
FP
74
Foundry Partners
Minnesota
$11.8M 174,498 +32,290 +23%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$11.6M 171,952 +26,534 +18%
1 2
3
4 5