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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$24.2M 373,758 +290,455 +349%
AllianceBernstein
52
AllianceBernstein
Tennessee
$24.1M 371,234 +214,591 +137%
Osaic Holdings
53
Osaic Holdings
Arizona
$23.8M 367,463 -24,901 -6%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$22.8M 351,187 +175,347 +100%
BAM
55
Berkshire Asset Management
Pennsylvania
$21.1M 325,492 -3,680 -1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$20.7M 319,247 -1,846 -0.6%
Goldman Sachs
57
Goldman Sachs
New York
$20M 308,057 +42,239 +16%
Nomura Asset Management
58
Nomura Asset Management
Japan
$19.7M 304,302 +11,484 +4%
ACM
59
AEW Capital Management
Massachusetts
$19.2M 296,460 +142,600 +93%
AIG
60
American International Group
New York
$19.1M 295,320 +293,532 +16,417%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$17.7M 273,875 +273,875 New
Allianz Asset Management
62
Allianz Asset Management
Germany
$16.1M 248,379 -41,671 -14%
Citigroup
63
Citigroup
New York
$15.7M 242,025 +87,617 +57%
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$14.8M 228,959 +75,994 +50%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$14.8M 228,879 +9,888 +5%
Deutsche Bank
66
Deutsche Bank
Germany
$14.4M 222,817 -26,710 -11%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$14.3M 222,243 +3,084 +1%
Jane Street
68
Jane Street
New York
$14.1M 217,199 +192,067 +764%
TA
69
TruWealth Advisors
Louisiana
$14.1M 217,133 +51,380 +31%
RIM
70
Rush Island Management
New York
$13.7M 211,705 +82,208 +63%
RJA
71
Raymond James & Associates
Florida
$13.5M 207,633 -20,786 -9%
Franklin Resources
72
Franklin Resources
California
$13.3M 204,534 -976 -0.5%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$12.4M 191,909 +191,909 New
ACM
74
Adelante Capital Management
California
$12.3M 189,053 +189,053 New
TPSF
75
Texas Permanent School Fund
Texas
$12.2M 188,877 +188,877 New
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