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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$5.75M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$18.9M 304,061 -8,871 -3%
Mitsubishi UFJ Asset Management
52
Mitsubishi UFJ Asset Management
Japan
$18.6M 298,637 +19,426 +7%
Citigroup
53
Citigroup
New York
$18.5M 297,687 -32,103 -10%
Deutsche Bank
54
Deutsche Bank
Germany
$18.3M 294,110 +3,151 +1%
BAM
55
Berkshire Asset Management
Pennsylvania
$18.3M 331,983 – –
Osaic Holdings
56
Osaic Holdings
Arizona
$16.7M 268,497 -21,145 -7%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$16.6M 265,846 -4,237 -2%
CF
58
Corebridge Financial
Texas
$16.1M 258,779 -17,991 -7%
Aviva
59
Aviva
United Kingdom
$15.9M 254,842 +54,317 +27%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$15.8M 253,419 +139,212 +122%
Amundi
61
Amundi
France
$15.6M 261,338 -5,016 -2%
WCP
62
Waterfront Capital Partners
New York
$15.3M 246,111 -217,868 -47%
First Trust Advisors
63
First Trust Advisors
Illinois
$15.3M 245,025 -40,632 -14%
FP
64
Foundry Partners
Minnesota
$15.1M 242,179 -1,196 -0.5%
TA
65
TruWealth Advisors
Louisiana
$14.9M 239,578 +31,297 +15%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$13.9M 223,824 +651 +0.3%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$13.7M 220,417 +9,376 +4%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$13.6M 218,674 +475 +0.2%
Tudor Investment Corp
69
Tudor Investment Corp
Connecticut
$12.5M 201,391 +185,778 +1,190%
LIP
70
Lighthouse Investment Partners
Florida
$12.5M 200,000 +200,000 New
AIM
71
Achmea Investment Management
Netherlands
$12.1M 193,726 +182,107 +1,567%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12M 192,869 +21,563 +13%
Marshall Wace
73
Marshall Wace
United Kingdom
$12M 191,930 +191,930 New
IMRF
74
Illinois Municipal Retirement Fund
Illinois
$11.9M 190,726 +19,966 +12%
Pacer Advisors
75
Pacer Advisors
Pennsylvania
$11.7M 188,200 -11,002 -6%
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