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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 %
CIC
101
Crawford Investment Counsel
Georgia
$6.8M 120,462 +1,975 +2%
Pictet Asset Management
102
Pictet Asset Management
Switzerland
$6.8M 120,402 +7,458 +7%
MIM
103
MetLife Investment Management
New Jersey
$6.78M 120,097 -3,076 -2%
RPA
104
Rock Point Advisors
Vermont
$6.74M 119,394 +5,642 +5%
AB
105
Amalgamated Bank
New York
$6.73M 119,247 -5,455 -4%
Aberdeen Group
106
Aberdeen Group
United Kingdom
$6.73M 119,218 +250 +0.2%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$6.72M 119,053 +5,446 +5%
Macquarie Group
108
Macquarie Group
Australia
$6.63M 117,543 +4,737 +4%
VCA
109
Verdence Capital Advisors
Maryland
$6.58M 116,553 – –
SHA
110
Seneca House Advisors
Virginia
$6.53M 115,690 -377 -0.3%
AF
111
Allworth Financial
California
$6.52M 115,535 +7,485 +7%
IMRF
112
Illinois Municipal Retirement Fund
Illinois
$6.18M 109,500 +52,322 +92%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$6.18M 109,481 -5,914 -5%
YCM
114
Yousif Capital Management
Michigan
$6.14M 108,722 -1,969 -2%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$6.04M 107,049 – –
Royal London Asset Management
116
Royal London Asset Management
United Kingdom
$5.93M 105,085 -619 -0.6%
WP
117
WealthPLAN Partners
Nebraska
$5.68M 100,645 -24,934 -20%
QCM
118
QRG Capital Management
Illinois
$5.56M 98,537 -6,435 -6%
KAS
119
Kestra Advisory Services
Texas
$5.49M 95,721 +82,754 +638%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$5.44M 92,457 -6,860 -7%
DFG
121
Dupree Financial Group
Kentucky
$5.43M 96,169 +529 +0.6%
ETC
122
Exchange Traded Concepts
Oklahoma
$5.27M 93,299 +15,447 +20%
H
123
HoyleCohen
California
$5.23M 92,688 -544 -0.6%
VanEck Associates
124
VanEck Associates
New York
$5.14M 91,076 +10,290 +13%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$5.14M 91,000 +91,000 New
3 4
5
6 7