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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 %
GIA
851
Guyasuta Investment Advisors
Pennsylvania
– – -3,230 Closed
VVP
852
Venture Visionary Partners
Ohio
– – -3,220 Closed
GC
853
Globeflex Capital
California
– – -2,547 Closed
NFA
854
Northwest Financial Advisors
Virginia
– – -2,030 Closed
CFM
855
Catalyst Funds Management
Australia
– – -2,000 Closed
HT
856
Headlands Technologies
Illinois
– – -1,778 Closed
PS
857
Planned Solutions
California
– – -1,543 Closed
BWP
858
Baldwin Wealth Partners
Massachusetts
– – -1,117 Closed
AWM
859
Avondale Wealth Management
Texas
– – -1,000 Closed
PGAM
860
Princeton Global Asset Management
New Jersey
– – -869 Closed
Allspring Global Investments
861
Allspring Global Investments
North Carolina
– – -824 Closed
HGERS
862
Householder Group Estate & Retirement Specialist
Arizona
– – -528 Closed
CA
863
Claris Advisors
Missouri
– – -455 Closed
ACM
864
Aster Capital Management
United Arab Emirates
– – -421 Closed
RWPA
865
Richard W. Paul & Associates
Michigan
– – -370 Closed
HGA
866
Hobbs Group Advisors
South Carolina
– – -351 Closed
FNWA
867
Financial Network Wealth Advisors
Utah
– – -316 Closed
FLPIM
868
F.L. Putnam Investment Management
Massachusetts
– – -300 Closed
GSEP
869
Golden State Equity Partners
California
– – -266 Closed
ATS
870
Ashton Thomas Securities
New York
– – -220 Closed
KSB
871
Kennebec Savings Bank
Maine
– – -165 Closed
MSG
872
Main Street Group
Virginia
– – -117 Closed
CFO
873
CVA Family Office
Colorado
– – -40 Closed
HI
874
Horizon Investments
North Carolina
– – -32 Closed
EAM
875
Eukles Asset Management
Ohio
– – -30 Closed
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