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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.

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 %
PWMG
851
Provence Wealth Management Group
California
– -$292K -3,808 Closed
FPAS
852
Focus Partners Advisor Solutions
Missouri
– -$278K -3,636 Closed
MPW
853
MA Private Wealth
California
– -$277K -3,619 Closed
LIM
854
Longfellow Investment Management
Massachusetts
– -$265K -3,461 Closed
MAS
855
Meeder Advisory Services
Ohio
– -$251K -3,283 Closed
BPC
856
Banque Pictet & Cie
Switzerland
– -$240K -3,138 Closed
WAM
857
Walker Asset Management
Missouri
– -$233K -3,043 Closed
BJL
858
Brighton Jones LLC
Washington
– -$229K -2,987 Closed
ARC
859
Advisor Resource Council
Texas
– -$225K -2,936 Closed
DA
860
Duality Advisers
Florida
– -$214K -2,799 Closed
PA
861
Profund Advisors
Maryland
– -$211K -2,751 Closed
CRWM
862
Castle Rock Wealth Management
California
– -$226K -2,711 Closed
KAS
863
Kestra Advisory Services
Texas
– -$207K -2,703 Closed
AAM
864
Ameraudi Asset Management
New York
– -$205K -2,675 Closed
FT
865
Fiduciary Trust
Massachusetts
– -$203K -2,648 Closed
SWA
866
Sightline Wealth Advisors
Connecticut
– -$202K -2,642 Closed
TNBTD
867
Trustmark National Bank Trust Department
Mississippi
– -$200K -2,618 Closed
USCWA
868
U.S. Capital Wealth Advisors
Texas
– -$177K -2,315 Closed
MWM
869
MinichMacGregor Wealth Management
New York
– -$119K -1,558 Closed
WI
870
WJ Interests
Texas
– -$103K -1,344 Closed
AWM
871
Avondale Wealth Management
Texas
– -$92.9K -1,214 Closed
GMA
872
Glassy Mountain Advisors
Maryland
– -$78.2K -1,021 Closed
PWMG
873
Prestige Wealth Management Group
New Jersey
– -$62.5K -806 Closed
HNWAG
874
High Net Worth Advisory Group
Florida
– -$58.4K -763 Closed
MSCM
875
McElhenny Sheffield Capital Management
Texas
– -$47K -614 Closed
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