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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
3
BlackRock
New York
$1.17B
4
PI
4
PGGM Investments
Netherlands
$139M
5
State Street
5
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$351M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.4M
5
N
5
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$9.59M -$648K -8,472 -6%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$9.29M +$431K +5,628 +5%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$9.23M +$167K +2,179 +2%
VCA
104
Verdence Capital Advisors
Maryland
$9.15M +$9.15M +119,539 New
IMRF
105
Illinois Municipal Retirement Fund
Illinois
$9.13M -$1.12M -14,599 -11%
Victory Capital Management
106
Victory Capital Management
Texas
$8.97M +$1.93M +25,151 +27%
AF
107
Allworth Financial
California
$8.93M +$867K +11,322 +11%
CIC
108
Carnegie Investment Counsel
Ohio
$8.91M +$5.59M +73,041 +168%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$8.82M +$2.21M +28,935 +34%
MDCM
110
Morgan Dempsey Capital Management
Wisconsin
$8.67M +$258K +3,368 +3%
GIA
111
Gateway Investment Advisers
Ohio
$8.39M +$8.96K +117 +0.1%
H
112
HoyleCohen
California
$8.18M -$2.37K -31 -0%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$8.09M +$3.11M +40,588 +62%
ETC
114
Exchange Traded Concepts
Oklahoma
$7.62M -$128K -1,678 -2%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$7.53M – – –
CIC
116
Crawford Investment Counsel
Georgia
$7.48M -$14.5M -188,947 -66%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$7.42M +$1.32M +17,182 +22%
AG
118
Advocate Group
Minnesota
$7.07M +$690K +9,013 +11%
AAF
119
Andra AP-fonden
Sweden
$6.98M +$2.64M +34,509 +61%
SWA
120
SOA Wealth Advisors
New York
$6.93M -$165K -2,151 -2%
Mariner
121
Mariner
Kansas
$6.87M +$1.57M +20,525 +30%
NC
122
Nicholas Company
Wisconsin
$6.83M – – –
SIMG
123
Sonora Investment Management Group
Arizona
$6.79M +$1.55M +20,213 +29%
JPMPWA
124
J.P. Morgan Private Wealth Advisors
California
$6.69M -$743K -9,704 -10%
Royal London Asset Management
125
Royal London Asset Management
United Kingdom
$6.56M +$427K +5,573 +7%
3 4
5
6 7