WPC icon

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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
QPBE
801
Quintet Private Bank (Europe)
Luxembourg
$9.65K +$9.65K +128 New
FCT
802
First Community Trust
Iowa
$9.29K – – –
AA
803
AlphaMark Advisors
Kentucky
$9K +$9K +123 New
EARNEST Partners
804
EARNEST Partners
Georgia
$8.83K – – –
BIA
805
Bell Investment Advisors
California
$8.6K -$1.07K -14 -11%
CHA
806
Carmichael Hill & Associates
Maryland
$8.06K – – –
PFG
807
Piershale Financial Group
Illinois
$7.75K – – –
QL
808
Quarry LP
New York
$6.04K +$6.04K +80 New
CIA
809
Cape Investment Advisory
Georgia
$5.81K +$5.81K +77 New
SWG
810
Summit Wealth Group
Vermont
$5K +$4.94K +386,609 +7,645%
ZB
811
Zions Bancorporation
Utah
$4.57K -$609 -8 -12%
FA
812
Financial Avengers
California
$4.04K +$76 +1 +2%
BC
813
Bartlett & Co
Ohio
$4K – – –
BCWM
814
Bartlett & Co Wealth Management
Ohio
$3.77K – – –
RFG
815
RFP Financial Group
Georgia
$3.72K -$13.9K -183 -79%
IA
816
IFS Advisors
Kansas
$3.72K – – –
BF
817
BOK Financial
Oklahoma
$3.64K +$3.64K +48 New
WTA
818
Washington Trust Advisors
Massachusetts
$3.02K – – –
CFO
819
CVA Family Office
Colorado
$2.71K – – –
SSC
820
Syverson Strege & Co
Iowa
$2.4K +$2.4K +32 New
EAM
821
Eukles Asset Management
Ohio
$2.32K – – –
RCM
822
Rain Capital Management
Oregon
$2.32K +$2.32K +31 New
PPC
823
Park Place Capital
Alabama
$2.25K – – –
DWA
824
Delos Wealth Advisors
Texas
$2.16K +$74 +1 +4%
BWL
825
Bogart Wealth LLC
Virginia
$1.32K – – –
31 32
33
34 35