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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DAM
726
Delta Asset Management
Tennessee
$11K 200 – –
HGA
727
Hobbs Group Advisors
South Carolina
$11K 200 +200 New
ST
728
Smithfield Trust
Pennsylvania
$11K 200 – –
DCM
729
Davis Capital Management
Florida
$10.4K 191 – –
PWMG
730
Private Wealth Management Group
New Jersey
$10.4K 189 +170 +895%
CIA
731
Cape Investment Advisory
Georgia
$10.3K 187 +3 +2%
MRCM
732
M&R Capital Management
New Jersey
$10K 182 +3 +2%
CPG
733
Cornerstone Planning Group
New Jersey
$9.92K 178 -11 -6%
RFG
734
REAP Financial Group
Texas
$9.15K 166 -16 -9%
SL
735
Salomon & Ludwin
Virginia
$9.03K 164 – –
BAM
736
Byrne Asset Management
New Jersey
$8.59K 160 – –
IHWM
737
Iron Horse Wealth Management
Iowa
$8.26K 150 – –
BCM
738
Blume Capital Management
California
$7.38K 134 – –
MG
739
Mather Group
Illinois
$7.34K 130 +99 +319%
BCMLT
740
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.1K 129 -336 -72%
MAM
741
Meeder Asset Management
Ohio
$7.1K 129 +129 New
MHR
742
Matthew Hamilton Rosenberg
$7.05K 129 – –
BIA
743
Bell Investment Advisors
California
$6.83K 124 -9 -7%
FCT
744
First Community Trust
Iowa
$6.61K 120 – –
CHA
745
Carmichael Hill & Associates
Maryland
$5.73K 104 – –
WIA
746
Wetzel Investment Advisors
Indiana
$5.64K 100 +100 New
CA
747
Clearstead Advisors
Ohio
$5.51K 100 – –
BWL
748
Bogart Wealth LLC
Virginia
$5.51K 100 – –
PWA
749
Provenance Wealth Advisors
Florida
$5.51K 100 – –
RFG
750
RFP Financial Group
Georgia
$5.51K 100 +22 +28%
28 29
30
31 32