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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 Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Asset Management
76
BNP Paribas Asset Management
France
$14.3M 184,651 +58,551 +46%
SO
77
STRS Ohio
Ohio
$13.9M 179,851 -11,479 -6%
DC
78
Davenport & Co
Virginia
$12.9M 166,787 -4,065 -2%
TA
79
TruWealth Advisors
Louisiana
$12.2M 158,007 +2,250 +1%
WIM
80
WealthPlan Investment Management
Nebraska
$11.9M 153,387 -122,475 -44%
AllianceBernstein
81
AllianceBernstein
Tennessee
$11.7M 150,892 +2,355 +2%
RJFSA
82
Raymond James Financial Services Advisors
Florida
$11.4M 147,781 +5,517 +4%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$11.4M 147,665 +5,196 +4%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$11.3M 145,418 +26,500 +22%
FP
85
Foundry Partners
Minnesota
$11M 142,208 -29,852 -17%
CIC
86
Carnegie Investment Counsel
Ohio
$10.7M 138,084 +24,010 +21%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$10.7M 138,040 -90,039 -39%
WP
88
WealthPLAN Partners
Nebraska
$10.5M 135,097 -142,250 -51%
DekaBank Deutsche Girozentrale
89
DekaBank Deutsche Girozentrale
Germany
$10.4M 136,611 +11,054 +9%
MML Investors Services
90
MML Investors Services
Massachusetts
$10.1M 130,567 +2,443 +2%
CFB
91
Cullen/Frost Bankers
Texas
$9.98M 128,822 +740 +0.6%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$9.97M 128,731 -6,199 -5%
CIMLRA
93
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.93M 128,182 -20,202 -14%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$9.82M 126,833 +4,103 +3%
GC
95
Guggenheim Capital
Illinois
$9.82M 126,822 -1,570 -1%
CB
96
Commerce Bank
Missouri
$9.61M 124,016 -4,427 -3%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$9.52M 122,869 -8,890 -7%
SHA
98
Seneca House Advisors
Virginia
$9.45M 121,963 -7,262 -6%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$9.38M 121,148 +3,015 +3%
Treasurer of the State of North Carolina
100
Treasurer of the State of North Carolina
North Carolina
$9.3M 120,053 +7,150 +6%
2 3
4
5 6