WPC icon

W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MRCM
726
M&R Capital Management
New Jersey
$10.1K 179 +2 +1%
PO
727
Private Ocean
California
$10K 178 – –
SL
728
Salomon & Ludwin
Virginia
$9.26K 164 +77 +89%
BAM
729
Byrne Asset Management
New Jersey
$8.7K 160 – –
IHWM
730
Iron Horse Wealth Management
Iowa
$8.47K 150 – –
BCM
731
Blume Capital Management
California
$7.56K 134 – –
BIA
732
Bell Investment Advisors
California
$7.51K 133 – –
MHR
733
Matthew Hamilton Rosenberg
$7.23K 129 – –
FCT
734
First Community Trust
Iowa
$6.77K 120 – –
VWM
735
Venturi Wealth Management
Texas
$6.72K 119 +51 +75%
SRCM
736
Signature Resources Capital Management
California
$5.9K 91 – –
CHA
737
Carmichael Hill & Associates
Maryland
$5.87K 104 – –
CA
738
Clearstead Advisors
Ohio
$5.87K 100 – –
BWL
739
Bogart Wealth LLC
Virginia
$5.64K 100 – –
PWA
740
Provenance Wealth Advisors
Florida
$5.64K 100 – –
FWM
741
FSA Wealth Management
Massachusetts
$5.31K 94 – –
WWP
742
WR Wealth Planners
Missouri
$4.57K 81 +81 New
RFG
743
RFP Financial Group
Georgia
$4.4K 78 -227 -74%
BWAM
744
Boyd Watterson Asset Management
Ohio
$3.95K 70 +70 New
FMII
745
Farmers & Merchants Investments Inc
Nebraska
$3.67K 65 – –
FA
746
Financial Avengers
California
$3.11K 55 – –
AGWCA
747
Annis Gardner Whiting Capital Advisors
Florida
$3.04K 53 +53 New
FP
748
Financial Perspectives
Minnesota
$2.77K 49 -109 -69%
IA
749
IFS Advisors
Kansas
$2.71K 48 – –
ZB
750
Zions Bancorporation
Utah
$2.09K 37 -40 -52%
28 29
30
31 32