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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 %
PO
751
Private Ocean
California
$5.07K 92 -86 -48%
SRCM
752
Signature Resources Capital Management
California
$5.01K 91 – –
WWP
753
WR Wealth Planners
Missouri
$4.79K 87 +6 +7%
FMII
754
Farmers & Merchants Investments Inc
Nebraska
$3.58K 65 – –
FFO
755
Fortitude Family Office
Arizona
$3.52K 64 +64 New
TSMHT
756
Thurston Springer Miller Herd & Titak
Indiana
$3.19K 58 +58 New
CAL
757
Capital Advisors Ltd
Ohio
$3K 54 +23 +74%
AGWCA
758
Annis Gardner Whiting Capital Advisors
Florida
$2.96K 53 – –
FP
759
Financial Perspectives
Minnesota
$2.7K 49 – –
IA
760
IFS Advisors
Kansas
$2.64K 48 – –
ZB
761
Zions Bancorporation
Utah
$1.82K 33 -4 -11%
RTL
762
Red Tortoise LLC
Georgia
$1.76K 32 +32 New
EAM
763
Eukles Asset Management
Ohio
$1.65K 30 – –
CFO
764
CVA Family Office
Colorado
$1.6K 29 +29 New
PPC
765
Park Place Capital
Alabama
$1.54K 28 – –
AFWM
766
Abich Financial Wealth Management
Virginia
$1.51K 27 -1,456 -98%
CJ
767
Caitlin John
Michigan
$1.47K 27 +1 +4%
HI
768
Horizon Investments
North Carolina
$1.27K 23 +23 New
CA
769
Continuum Advisory
Idaho
$1.1K 20 – –
S
770
Sachetta
Massachusetts
$730 12 – –
BL
771
BFSG LLC
California
$551 10 – –
GEA
772
Glen Eagle Advisors
New Jersey
$330 6 – –
SIS
773
Strategic Investment Solutions
Illinois
$231 4 +4 New
SA
774
Scarborough Advisors
Maryland
$220 4 +4 New
TFM
775
TFC Financial Management
Massachusetts
$111 2 +2 New
29 30
31
32 33