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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
NC
101
Nicholas Company
Wisconsin
$8.49M 105,055 – –
MDCM
102
Morgan Dempsey Capital Management
Wisconsin
$8.44M 104,353 -1,775 -2%
H
103
HoyleCohen
California
$8.37M 103,577 +11,896 +13%
CFB
104
Cullen/Frost Bankers
Texas
$8.18M 101,031 +7,354 +8%
SHA
105
Seneca House Advisors
Virginia
$8.17M 101,010 +5,359 +6%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$8.16M 100,929 -43,895 -30%
AF
107
Allworth Financial
California
$8.16M 100,905 +3,764 +4%
Handelsbanken Fonder
108
Handelsbanken Fonder
Sweden
$8.08M 99,896 +14,743 +17%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$7.97M 98,550 +4,055 +4%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$7.86M 97,221 -6,512 -6%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$7.81M 94,950 +72,407 +321%
Franklin Resources
112
Franklin Resources
California
$7.76M 95,989 -42,284 -31%
CWM
113
CIBC World Markets
New York
$7.76M 95,947 +95,947 New
DILIC
114
Dai-ichi Life Insurance Company
Japan
$7.49M 92,705 – –
EE
115
EWG Elevate
California
$7.39M 91,356 +214 +0.2%
Stifel Financial
116
Stifel Financial
Missouri
$7.36M 91,096 +2,978 +3%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$7.35M 90,911 -237,681 -72%
DekaBank Deutsche Girozentrale
118
DekaBank Deutsche Girozentrale
Germany
$7.3M 88,475 +24,238 +38%
Victory Capital Management
119
Victory Capital Management
Texas
$7.25M 89,752 +56,043 +166%
GC
120
Gillson Capital
Illinois
$6.87M 84,927 -87,403 -51%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$6.86M 84,841 -3,095 -4%
TAIM
122
Te Ahumairangi Investment Management
New Zealand
$6.82M 84,399 +2,347 +3%
ECM
123
Evergreen Capital Management
Washington
$6.72M 83,098 +83,098 New
Caisse de Depot et Placement du Quebec (CDPQ)
124
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.71M 83,000 +83,000 New
SSWM
125
Sheets Smith Wealth Management
North Carolina
$6.59M 81,461 -700 -0.9%
3 4
5
6 7