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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
Resolution Capital
Australia
$31.8M
2
ZIM
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
Capital World Investors
California
$202M
4
Barclays
Barclays
United Kingdom
$31.6M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
726
Stonebridge Capital Advisors
Minnesota
$69.3K -$1.9K -25 -3%
National Bank of Canada
727
National Bank of Canada
Quebec, Canada
$68.7K -$3.97M -52,383 -98%
BTI
728
Blue Trust Inc
Georgia
$68K -$3.19K -42 -4%
PGAM
729
Princeton Global Asset Management
New Jersey
$67.3K – – –
CI Investments Inc
730
CI Investments Inc
Ontario, Canada
$66K +$24.6K +322 +59%
Bank Julius Baer & Co
731
Bank Julius Baer & Co
Switzerland
$62K -$76 -1 -0.1%
BWP
732
Baldwin Wealth Partners
Massachusetts
$62K – – –
CWM
733
Cedar Wealth Management
California
$62K – – –
QC
734
Quent Capital
New York
$61.7K +$1.67K +22 +3%
IGWM
735
ICA Group Wealth Management
Colorado
$58.9K +$27.1K +357 +85%
GI
736
Gradient Investments
Minnesota
$58.9K -$13.5K -178 -19%
CSPAM
737
Cary Street Partners Asset Management
Virginia
$58.8K – – –
QCG
738
Quadrant Capital Group
Ohio
$58.6K +$4.78K +63 +9%
HWA
739
Heritage Wealth Advisors
Virginia
$58.2K -$4.02K -53 -6%
RI
740
Ridgewood Investments
New Jersey
$58.1K +$58.1K +766 New
UB
741
UMB Bank
Missouri
$57.3K – – –
BC
742
Barrett & Company
Rhode Island
$54.4K – – –
TIM
743
Tortoise Investment Management
New York
$54K – – –
CSB
744
City State Bank
Iowa
$53K +$12.7K +167 +32%
HWA
745
HHM Wealth Advisors
Tennessee
$52.7K +$2.96K +39 +6%
BWS
746
Buck Wealth Strategies
Colorado
$52.4K +$52.4K +691 New
RG
747
Retirement Group
California
$50K +$34K +444 +212%
BCMLT
748
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.9K – – –
TWC
749
TD Waterhouse Canada
Ontario, Canada
$47.1K -$3.84K -50 -8%
PAG
750
Paladin Advisory Group
Iowa
$46.3K +$46.3K +611 New
28 29
30
31 32