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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 %
PWMG
726
Private Wealth Management Group
New Jersey
$7.08K 130 -59 -31%
BCMLT
727
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.03K 129 – –
BIA
728
Bell Investment Advisors
California
$7.03K 129 +5 +4%
DAM
729
Delta Asset Management
Tennessee
$6.81K 125 – –
FCT
730
First Community Trust
Iowa
$6.54K 120 – –
MAS
731
MPWM Advisory Solutions
Georgia
$6.32K 116 +116 New
Cohen & Steers
732
Cohen & Steers
New York
$6K 113 -65 -37%
PSFG
733
Park Square Financial Group
Georgia
$5.99K 110 +110 New
CA
734
Clearstead Advisors
Ohio
$5.94K 109 +9 +9%
MHR
735
Matthew Hamilton Rosenberg
$5.88K 108 +108 New
BWL
736
Bogart Wealth LLC
Virginia
$5.45K 100 – –
PWA
737
Provenance Wealth Advisors
Florida
$5.45K 100 – –
CAWM
738
Capital A Wealth Management
Pennsylvania
$5.45K 100 +100 New
PWM
739
Parkworth Wealth Management
California
$5.45K 100 +100 New
CIAM
740
Caitong International Asset Management
Hong Kong
$5.18K 95 +95 New
WWP
741
WR Wealth Planners
Missouri
$5.12K 94 +6 +7%
SRCM
742
Signature Resources Capital Management
California
$4.96K 91 – –
B
743
Birchbrook
Maine
$4.36K 80 – –
DWM
744
Dogwood Wealth Management
Kansas
$3.79K 70 +70 New
BF
745
BOK Financial
Oklahoma
$3.66K 68 -3 -4%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$3.54K 65 – –
MG
747
Mather Group
Illinois
$3.21K 59 +22 +59%
AGWCA
748
Annis Gardner Whiting Capital Advisors
Florida
$2.94K 53 – –
FP
749
Financial Perspectives
Minnesota
$2.67K 49 – –
IA
750
IFS Advisors
Kansas
$2.62K 48 – –
28 29
30
31 32