WPC icon

W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$419M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$93.2M
3
BlackRock
BlackRock
New York
+$59.1M
4
PI
PGGM Investments
Netherlands
+$43.4M
5
State Street
State Street
Massachusetts
+$41.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$214M
2
CIM
Centersquare Investment Management
Pennsylvania
-$28.9M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$24.3M
4
Goldman Sachs
Goldman Sachs
New York
-$18.9M
5
N
Natixis
France
-$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
826
Financial Avengers
California
$4.02K – – –
BC
827
Bartlett & Co
Ohio
$4K +$4K +49 New
BCWM
828
Bartlett & Co Wealth Management
Ohio
$3.8K +$3.8K +49 New
IA
829
IFS Advisors
Kansas
$3.75K – – –
CHC
830
City Holding Co
West Virginia
$3.36K – – –
WTA
831
Washington Trust Advisors
Massachusetts
$3.05K – – –
MPWT
832
MassMutual Private Wealth & Trust
Connecticut
$3K -$7.97K -93 -73%
CFO
833
CVA Family Office
Colorado
$2.74K -$1.9K -25 -41%
WTC
834
WhitTier Trust Company
Nevada
$2.42K +$2.42K +32 New
DWA
835
Delos Wealth Advisors
Texas
$2.15K – – –
EAM
836
Eukles Asset Management
Ohio
$2K – – –
RMC
837
Resources Management Corp
Connecticut
$2K – – –
PPC
838
Park Place Capital
Alabama
$2K +$2K +30 New
FCA
839
Fortis Capital Advisors
Kansas
$1.64K +$1.64K +21 New
IAA
840
Independent Advisor Alliance
North Carolina
$1.52K -$103 -1,347 -6%
BWL
841
Bogart Wealth LLC
Virginia
$1.33K – – –
LFA
842
Level Financial Advisors
New York
$1K +$1K +12 New
CWC
843
Carolinas Wealth Consulting
North Carolina
$871 +$871 +11 New
RAM
844
Riggs Asset Management
Pennsylvania
$793 – – –
PFBT
845
Parkside Financial Bank & Trust
Missouri
$547 -$625 -8 -53%
GEA
846
Glen Eagle Advisors
New Jersey
$469 – – –
LF
847
Lee Financial
Texas
$156 – – –
SVCP
848
Silicon Valley Capital Partners
California
$23 – – –
N
849
Natixis
France
– -$18.1M -264,535 Closed
Point72 Asset Management
850
Point72 Asset Management
Connecticut
– -$4.91M -71,878 Closed
32 33
34
35 36