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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$9.96M 176,466 -8,861 -5%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$9.74M 172,649 +4,991 +3%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$9.57M 169,780 +24,970 +17%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$9.29M 164,724 -186,463 -53%
Franklin Resources
80
Franklin Resources
California
$9.2M 163,008 -41,526 -20%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$9.11M 161,496 -7,411 -4%
FP
82
Foundry Partners
Minnesota
$9M 159,398 +5,564 +4%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$8.91M 157,771 +5,975 +4%
Handelsbanken Fonder
84
Handelsbanken Fonder
Sweden
$8.39M 148,635 +9,541 +7%
MML Investors Services
85
MML Investors Services
Massachusetts
$8.32M 147,336 +50,021 +51%
SIMG
86
Sonora Investment Management Group
Arizona
$8.09M 143,406 +8,614 +6%
SG Americas Securities
87
SG Americas Securities
New York
$8.09M 143,377 +65,027 +83%
DekaBank Deutsche Girozentrale
88
DekaBank Deutsche Girozentrale
Germany
$7.91M 142,649 +4,449 +3%
CFB
89
Cullen/Frost Bankers
Texas
$7.85M 139,052 -1,402 -1%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$7.8M 138,161 -8,113 -6%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$7.39M 130,937 +1,684 +1%
DC
92
Davenport & Co
Virginia
$7.38M 130,783 -19,427 -13%
FAF
93
Fjarde Ap-fonden
Sweden
$7.37M 130,534 +38,900 +42%
MOACM
94
Mutual of America Capital Management
New York
$7.35M 130,291 -4,732 -4%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$7.33M 129,922 -12,850 -9%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$7.24M 128,261 -3,215 -2%
Allianz Asset Management
97
Allianz Asset Management
Germany
$7.2M 127,645 -120,734 -49%
CIC
98
Carnegie Investment Counsel
Ohio
$6.99M 123,931 +2,477 +2%
BPA
99
Beacon Pointe Advisors
California
$6.86M 121,499 +33,464 +38%
RAM
100
Resona Asset Management
Japan
$6.83M 120,944 +120,944 New
2 3
4
5 6