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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
826
Lido Advisors
California
– – -3,710 Closed
AWA
827
Adapt Wealth Advisors
Georgia
– – -3,710 Closed
NP
828
NorthRock Partners
Minnesota
– – -3,696 Closed
CPA
829
Capital Planning Advisors
California
– – -3,657 Closed
MFG
830
Merit Financial Group
Georgia
– – -3,627 Closed
Fiera Capital (Canada)
831
Fiera Capital (Canada)
Quebec, Canada
– – -3,627 Closed
CWA
832
Clearview Wealth Advisors
Oregon
– – -3,567 Closed
TPI
833
Trust Point Inc
Wisconsin
– – -3,540 Closed
CWG
834
Cornerstone Wealth Group
North Carolina
– – -3,508 Closed
ATC
835
Argent Trust Co
Tennessee
– – -3,500 Closed
KWMG
836
King Wealth Management Group
Florida
– – -3,495 Closed
SPWG
837
Syntegra Private Wealth Group
Missouri
– – -3,421 Closed
LA
838
LVW Advisors
New York
– – -3,406 Closed
DA
839
Detalus Advisors
Missouri
– – -3,400 Closed
HWM
840
Heirloom Wealth Management
Colorado
– – -3,362 Closed
GFG
841
Goldstone Financial Group
Illinois
– – -3,345 Closed
FHC
842
First Heartland Consultants
Missouri
– – -3,339 Closed
BCM
843
Bourgeon Capital Management
Connecticut
– – -3,301 Closed
HOWA
844
Heritage Oak Wealth Advisors
Florida
– – -3,286 Closed
FWM
845
Focused Wealth Management
New York
– – -3,269 Closed
CIA
846
Capital Investment Advisors
Georgia
– – -3,268 Closed
TWP
847
Tyche Wealth Partners
Texas
– – -3,258 Closed
RWM
848
Ritholtz Wealth Management
New York
– – -3,246 Closed
PWP
849
Principle Wealth Partners
Connecticut
– – -3,240 Closed
MAS
850
Meeder Advisory Services
Ohio
– – -3,231 Closed
32 33
34
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