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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
51
Berkshire Asset Management
Pennsylvania
$17.8M 322,771 -9,212 -3%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$17.4M 319,738 +66,319 +26%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$17.1M 313,452 +9,391 +3%
Mitsubishi UFJ Asset Management
54
Mitsubishi UFJ Asset Management
Japan
$16.6M 301,994 +3,357 +1%
Deutsche Bank
55
Deutsche Bank
Germany
$15.6M 285,607 -8,503 -3%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$15.2M 282,368 +115,522 +69%
Amundi
57
Amundi
France
$14.9M 271,703 +10,365 +4%
Osaic Holdings
58
Osaic Holdings
Arizona
$14.9M 273,151 +4,654 +2%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$14.8M 271,813 -418,795 -61%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$14.5M 266,101 +255 +0.1%
Citigroup
61
Citigroup
New York
$14.1M 258,784 -38,903 -13%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$13.8M 253,479 -105,291 -29%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$13.5M 248,139 +27,722 +13%
CF
64
Corebridge Financial
Texas
$13.5M 247,618 -11,161 -4%
TA
65
TruWealth Advisors
Louisiana
$13.2M 242,277 +2,699 +1%
Alyeska Investment Group
66
Alyeska Investment Group
Illinois
$12.7M 232,463 +232,463 New
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$12.2M 223,472 -352 -0.2%
IMRF
68
Illinois Municipal Retirement Fund
Illinois
$11.7M 215,332 +24,606 +13%
Skandinaviska Enskilda Banken (SEB)
69
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.6M 212,345 +167,900 +378%
FP
70
Foundry Partners
Minnesota
$11.5M 210,380 -31,799 -13%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$11.1M 203,135 -15,539 -7%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$11M 201,509 +56,121 +39%
LIP
73
Lighthouse Investment Partners
Florida
$10.4M 190,000 -10,000 -5%
Franklin Resources
74
Franklin Resources
California
$10.1M 185,053 +19,869 +12%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.81M 179,979 -12,890 -7%
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