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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
1
Resolution Capital
Australia
$31.8M
2
ZIM
2
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
3
Capital World Investors
California
$202M
4
Barclays
4
Barclays
United Kingdom
$31.6M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SOW
776
State of Wyoming
Wyoming
$21.1K 278 +23 +9%
BCM
777
Blume Capital Management
California
$20.8K 274 – –
FHA
778
First Horizon Advisors
Tennessee
$20.5K 271 +271 New
BWM
779
BerganKDV Wealth Management
Minnesota
$20.4K 270 +5 +2%
FSWA
780
Financial Synergies Wealth Advisors
Texas
$19.7K 260 +260 New
JFA
781
JNBA Financial Advisors
Minnesota
$19.4K 255 – –
HT
782
Headlands Technologies
Illinois
$18.7K 246 +246 New
KM
783
Kalos Management
Georgia
$18K 238 +238 New
AWM
784
Ameliora Wealth Management
Switzerland
$17.8K 235 – –
CWA
785
Core Wealth Advisors
Florida
$17.4K 230 -182 -44%
BCMIO
786
Beacon Capital Management Inc (Ohio)
Ohio
$17.4K 229 +229 New
TSW
787
Thompson Siegel & Walmsley
Virginia
$16K 207 – –
SN
788
Sittner & Nelson
Oregon
$15.5K 204 – –
DAM
789
Delta Asset Management
Tennessee
$15.5K 204 – –
CNBTD
790
Citizens National Bank Trust Department
Mississippi
$15.1K 199 – –
C
791
Covestor
United Kingdom
$15K 192 -13 -6%
ST
792
Smithfield Trust
Pennsylvania
$15K 204 – –
PO
793
Private Ocean
California
$13.8K 182 +88 +94%
RTC
794
Riverview Trust Company
Washington
$13.3K 176 – –
MPWT
795
MassMutual Private Wealth & Trust
Connecticut
$12.5K 164 +129 +369%
FP
796
Financial Perspectives
Minnesota
$12.2K 161 – –
EWM
797
Endurance Wealth Management
Rhode Island
$12K 163 – –
BAM
798
Byrne Asset Management
New Jersey
$12K 153 – –
IHWM
799
Iron Horse Wealth Management
Iowa
$11.6K 153 -8 -5%
MHR
800
Matthew Hamilton Rosenberg
$9.99K 132 – –
30 31
32
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