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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
IMRF
76
Illinois Municipal Retirement Fund
Illinois
$9.4M 170,760 +61,260 +56%
SOADOR
77
State of Alaska Department of Revenue
Alaska
$9.33M 169,533 +8,037 +5%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$9.17M 166,656 +166,656 New
TPSF
79
Texas Permanent School Fund
Texas
$9.01M 163,671 -27,708 -14%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$8.58M 155,818 -1,953 -1%
SIMG
81
Sonora Investment Management Group
Arizona
$8.09M 143,406 – –
Treasurer of the State of North Carolina
82
Treasurer of the State of North Carolina
North Carolina
$8.01M 145,561 +36,080 +33%
CIC
83
Carnegie Investment Counsel
Ohio
$7.94M 144,310 +20,379 +16%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$7.89M 143,405 +5,244 +4%
CFB
85
Cullen/Frost Bankers
Texas
$7.73M 140,328 +1,276 +0.9%
MML Investors Services
86
MML Investors Services
Massachusetts
$7.58M 137,618 -9,718 -7%
Franklin Resources
87
Franklin Resources
California
$7.55M 137,162 -25,846 -16%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$7.23M 131,347 -38,433 -23%
DekaBank Deutsche Girozentrale
89
DekaBank Deutsche Girozentrale
Germany
$7.18M 131,817 -10,832 -8%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$7.15M 129,938 +16 +0%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$7.14M 129,668 -1,269 -1%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$7.08M 128,687 -136,707 -52%
RAM
93
Resona Asset Management
Japan
$6.91M 124,572 +3,628 +3%
MOACM
94
Mutual of America Capital Management
New York
$6.9M 125,288 -5,003 -4%
AF
95
Allworth Financial
California
$6.87M 116,305 +770 +0.7%
RPA
96
Rock Point Advisors
Vermont
$6.87M 124,774 +5,380 +5%
Pictet Asset Management
97
Pictet Asset Management
Switzerland
$6.76M 122,884 +2,482 +2%
MIM
98
MetLife Investment Management
New Jersey
$6.71M 121,872 +1,775 +1%
AB
99
Amalgamated Bank
New York
$6.7M 121,617 +2,370 +2%
Mirae Asset Global ETFs Holdings
100
Mirae Asset Global ETFs Holdings
Hong Kong
$6.66M 121,061 +121,061 New
2 3
4
5 6