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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$13.9M -$78.5K -1,072 -0.6%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$13.8M -$400K -5,471 -3%
Truist Financial
78
Truist Financial
North Carolina
$13.4M +$516K +7,048 +4%
CIMLRA
79
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.5M +$389K +5,309 +3%
ACI
80
AMP Capital Investors
Australia
$12.2M -$171K -2,340 -1%
DC
81
Davenport & Co
Virginia
$12M +$464K +6,337 +4%
PI
82
PGGM Investments
Netherlands
$11.9M +$9.93M +135,621 +501%
PAMU
83
Pictet Asset Management (UK)
United Kingdom
$11.5M +$5.13M +70,114 +80%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$11.4M -$1.79M -24,483 -14%
RJA
85
Raymond James & Associates
Florida
$11.1M +$1.12M +15,297 +11%
Two Sigma Investments
86
Two Sigma Investments
New York
$11M -$990K -13,528 -8%
TA
87
TruWealth Advisors
Louisiana
$10.3M +$405K +5,539 +4%
CB
88
Commerce Bank
Missouri
$10.1M +$1.91M +26,084 +23%
Macquarie Group
89
Macquarie Group
Australia
$9.95M +$1.12M +15,264 +13%
PCA
90
Private Capital Advisors
Connecticut
$9.88M -$42.6K -582 -0.4%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$9.25M -$594K -8,120 -6%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$9.08M +$4.8M +65,548 +112%
MDCM
93
Morgan Dempsey Capital Management
Wisconsin
$8.62M -$211K -2,878 -2%
FM
94
Forward Management
California
$8.42M +$5.07M +69,224 +151%
EVM
95
Eaton Vance Management
Massachusetts
$8.31M -$47.6K -650 -0.6%
Franklin Resources
96
Franklin Resources
California
$8.19M -$459K -6,268 -5%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$7.93M -$134K -1,837 -2%
NC
98
Nicholas Company
Wisconsin
$7.84M
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$7.7M +$392K +5,361 +5%
AF
100
Allworth Financial
California
$7.69M -$1.81M -24,715 -19%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.