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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 %
WC
801
Waterloo Capital
Texas
– – -3,835 Closed
EI
802
Ellevest Inc
New York
– – -3,827 Closed
CAMV
803
Concord Asset Management (Virginia)
Virginia
– – -3,740 Closed
NRD
804
Nebula Research & Development
New York
– – -3,713 Closed
MGIA
805
Moneta Group Investment Advisors
Missouri
– – -3,528 Closed
DA
806
Detalus Advisors
Missouri
– – -3,500 Closed
AGA
807
Arkos Global Advisors
Texas
– – -3,414 Closed
USCWA
808
U.S. Capital Wealth Advisors
Texas
– – -3,363 Closed
LCWP
809
Legacy Capital Wealth Partners
Arkansas
– – -3,350 Closed
BBWP
810
Beacon Bridge Wealth Partners
Pennsylvania
– – -3,332 Closed
LWL
811
Leo Wealth LLC
Texas
– – -3,332 Closed
NGA
812
Naples Global Advisors
Florida
– – -3,300 Closed
BCM
813
Bourgeon Capital Management
Connecticut
– – -3,296 Closed
BAG
814
Bridgewealth Advisory Group
California
– – -3,276 Closed
FHC
815
First Heartland Consultants
Missouri
– – -3,269 Closed
KeyBank National Association
816
KeyBank National Association
Ohio
– – -3,236 Closed
KAS
817
KPP Advisory Services
Kentucky
– – -3,225 Closed
RWM
818
Ritholtz Wealth Management
New York
– – -3,206 Closed
FWM
819
Focused Wealth Management
New York
– – -3,085 Closed
GWS
820
Glassman Wealth Services
Virginia
– – -2,811 Closed
LFA
821
Laraway Financial Advisors
Minnesota
– – -2,751 Closed
NFA
822
Northwest Financial Advisors
Virginia
– – -2,030 Closed
BI
823
Bramshill Investments
Florida
– – -2,027 Closed
PS
824
Planned Solutions
California
– – -1,543 Closed
BC
825
Barrett & Company
Rhode Island
– – -702 Closed
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