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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 %
BAM
51
Berkshire Asset Management
Pennsylvania
$18.3M 331,983 +4,600 +1%
Citigroup
52
Citigroup
New York
$18.2M 329,790 +21,916 +7%
Jane Street
53
Jane Street
New York
$17.5M 317,779 +276,600 +672%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$17.2M 312,932 -6,244 -2%
Deutsche Bank
55
Deutsche Bank
Germany
$16M 290,959 -1,828 -0.6%
Osaic Holdings
56
Osaic Holdings
Arizona
$15.9M 289,642 -57,595 -17%
First Trust Advisors
57
First Trust Advisors
Illinois
$15.7M 285,657 +56,033 +24%
Mitsubishi UFJ Asset Management
58
Mitsubishi UFJ Asset Management
Japan
$15.4M 279,211 +23,178 +9%
CF
59
Corebridge Financial
Texas
$15.2M 276,770 +276,770 New
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$14.9M 270,083 -4,513 -2%
UBS AM
61
UBS AM
Illinois
$14.9M 269,949 -1,631,504 -86%
Amundi
62
Amundi
France
$14.6M 266,354 -41,184 -13%
FP
63
Foundry Partners
Minnesota
$13.4M 243,375 +83,977 +53%
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$12.6M 231,022 +230,155 +26,546%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$12.3M 223,173 +20,756 +10%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$12M 218,199 +5,430 +3%
ACM
67
AEW Capital Management
Massachusetts
$11.9M 216,400 – –
WAM
68
Weiss Asset Management
Massachusetts
$11.9M 216,064 +216,064 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$11.6M 211,041 -32,085 -13%
TA
70
TruWealth Advisors
Louisiana
$11.5M 208,281 -8,737 -4%
Aviva
71
Aviva
United Kingdom
$11M 200,525 -5,323 -3%
Pacer Advisors
72
Pacer Advisors
Pennsylvania
$11M 199,202 -5,457 -3%
Truist Financial
73
Truist Financial
North Carolina
$10.5M 189,878 -5,450 -3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$9.5M 172,652 -3,814 -2%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.43M 171,306 -6,926 -4%
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