WPC icon

W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
726
McMillion Capital Management
North Carolina
$44.1K 653 +653 New
ME
727
McIlrath & Eck
Washington
$43.3K 641 +112 +21%
RG
728
Retirement Group
California
$43.2K 640 – –
SFCL
729
Strengthening Families & Communities LLC
Massachusetts
$42K 623 +9 +1%
IGWM
730
ICA Group Wealth Management
Colorado
$40.5K 600 -161 -21%
PAG
731
Paladin Advisory Group
Iowa
$40.4K 598 – –
NECFA
732
New England Capital Financial Advisors
Connecticut
$39.4K 583 – –
MA
733
Montag & Associates
Georgia
$39.1K 570 – –
CPG
734
Cornerstone Planning Group
New Jersey
$38.8K 574 +574 New
PIAS
735
PCA Investment Advisory Services
Ohio
$38.5K 570 +570 New
FFA
736
Farther Finance Advisors
California
$37.6K 556 -12 -2%
WWM
737
Wolff Wiese Magana
California
$37.2K 550 +100 +22%
FA
738
Fiduciary Alliance
South Carolina
$36.9K 546 +546 New
RDFA
739
Ritter Daniher Financial Advisory
Ohio
$36.7K 543 – –
JWM
740
Janiczek Wealth Management
Colorado
$36.2K 532 -469 -47%
PCTC
741
Perkins Coie Trust Company
Washington
$35.5K 526 +526 New
SWA
742
Sutton Wealth Advisors
Florida
$35.1K 519 – –
AS
743
Altshuler Shaham
Israel
$34.7K 514 -2 -0.4%
RFA
744
Resurgent Financial Advisors
Georgia
$34.4K 509 – –
GI
745
Gradient Investments
Minnesota
$33K 489 -271 -36%
BCMLT
746
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K 465 -166 -26%
HCP
747
Hexagon Capital Partners
Arkansas
$28.5K 422 – –
QL
748
Quarry LP
New York
$28.4K 420 +342 +438%
TF
749
Tompkins Financial
New York
$27.4K 406 – –
LWANC
750
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.8K 396 – –
28 29
30
31 32