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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$128M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$55.7M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$50.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$11K
2
Norges Bank
2
Norges Bank
Norway
$0
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$5.75M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$72.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SW
826
SVB Wealth
Massachusetts
– – -3,716 Closed
KFS
827
Kelly Financial Services
Massachusetts
– – -1,784 Closed
TSWM
828
Tyler-Stone Wealth Management
Ohio
– – -1,200 Closed
CSWM
829
Cassady Schiller Wealth Management
Ohio
– – -740 Closed
RFA
830
Register Financial Advisors
Georgia
– – -718 Closed
IWA
831
IBEX Wealth Advisors
New Jersey
– – -716 Closed
EC
832
EdgeRock Capital
Colorado
– – -715 Closed
AA
833
Alta Advisers
United Kingdom
– – -700 Closed
SOW
834
State of Wyoming
Wyoming
– – -688 Closed
MWA
835
Moser Wealth Advisors
Washington
– – -681 Closed
LIA
836
Lynx Investment Advisory
District of Columbia
– – -622 Closed
QL
837
Quarry LP
New York
– – -560 Closed
MSFP
838
Mark Sheptoff Financial Planning
Connecticut
– – -558 Closed
GI
839
Gradient Investments
Minnesota
– – -489 Closed
RIA
840
Realta Investment Advisors
Delaware
– – -344 Closed
GLR
841
Great Lakes Retirement
Ohio
– – -307 Closed
TWP
842
Triad Wealth Partners
Kansas
– – -274 Closed
SP
843
SWS Partners
Ohio
– – -274 Closed
BONH
844
Bank of New Hampshire
New Hampshire
– – -231 Closed
MTC
845
Matrix Trust Company
Colorado
– – -222 Closed
OWA
846
Opal Wealth Advisors
New York
– – -209 Closed
MHR
847
Matthew Hamilton Rosenberg
– – -129 Closed
WIA
848
Wetzel Investment Advisors
Indiana
– – -100 Closed
RFG
849
RFP Financial Group
Georgia
– – -100 Closed
ZB
850
Zions Bancorporation
Utah
– – -33 Closed
31 32 33
34
35