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 %
MG
751
Mather Group
Illinois
$2.01K 31 +31 New
CAL
752
Capital Advisors Ltd
Ohio
$2K 31 +7 +29%
TPCW
753
TD Private Client Wealth
New York
$1.81K 32 -136 -81%
Allspring Global Investments
754
Allspring Global Investments
North Carolina
$1.69K 30 -7 -19%
EAM
755
Eukles Asset Management
Ohio
$1.69K 30 – –
DWA
756
Delos Wealth Advisors
Texas
$1.67K 30 +1 +3%
PPC
757
Park Place Capital
Alabama
$1.58K 28 +28 New
CJ
758
Caitlin John
Michigan
$1.49K 26 – –
CA
759
Continuum Advisory
Idaho
$1.16K 20 +20 New
PWMG
760
Private Wealth Management Group
New Jersey
$1.07K 19 -12 -39%
T
761
Tidemark
California
$1.02K 18 -635 -97%
S
762
Sachetta
Massachusetts
$778 12 – –
BL
763
BFSG LLC
California
$565 10 – –
CP
764
Castleview Partners
Texas
$564 10 – –
A
765
AlphaQuest
New York
$564 10 +10 New
GEA
766
Glen Eagle Advisors
New Jersey
$339 6 – –
DWM
767
Dogwood Wealth Management
Kansas
– – – –
LPC
768
Long Pond Capital
New York
– – -967,987 Closed
WCP
769
Waterfront Capital Partners
New York
– – -758,042 Closed
ACM
770
Adelante Capital Management
California
– – -189,053 Closed
ZP
771
Zimmer Partners
New York
– – -85,700 Closed
SO
772
STRS Ohio
Ohio
– – -73,306 Closed
Simplex Trading
773
Simplex Trading
Illinois
– – -59,991 Closed
GBWM
774
Granite Bay Wealth Management
New Hampshire
– – -56,217 Closed
ERSOT
775
Employees Retirement System of Texas
Texas
– – -50,500 Closed
29 30
31
32 33