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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 %
DC
101
Davenport & Co
Virginia
$6.59M 119,725 -11,058 -8%
CIC
102
Crawford Investment Counsel
Georgia
$6.53M 118,684 -1,778 -1%
VCA
103
Verdence Capital Advisors
Maryland
$6.42M 116,553 – –
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$6.38M 115,891 -3,162 -3%
Schroder Investment Management Group
105
Schroder Investment Management Group
United Kingdom
$6.32M 114,738 +98,149 +592%
Wellington Management Group
106
Wellington Management Group
Massachusetts
$6.29M 114,207 +85,002 +291%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$6.18M 112,330 +40,710 +57%
SHA
108
Seneca House Advisors
Virginia
$6.18M 112,293 -3,397 -3%
Royal London Asset Management
109
Royal London Asset Management
United Kingdom
$6.18M 112,189 +7,104 +7%
Macquarie Group
110
Macquarie Group
Australia
$6.13M 111,290 -6,253 -5%
SG Americas Securities
111
SG Americas Securities
New York
$6.07M 110,192 -33,185 -23%
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$5.97M 108,376 +80,500 +289%
QCM
113
QRG Capital Management
Illinois
$5.95M 108,156 +9,619 +10%
SEI Investments
114
SEI Investments
Pennsylvania
$5.8M 105,292 -113,188 -52%
Axa
115
Axa
France
$5.76M 104,572 +47,744 +84%
KAS
116
Kestra Advisory Services
Texas
$5.59M 99,879 +4,158 +4%
BPA
117
Beacon Pointe Advisors
California
$5.55M 100,905 -20,594 -17%
YCM
118
Yousif Capital Management
Michigan
$5.55M 100,849 -7,873 -7%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$5.53M 100,505 +8,048 +9%
DFG
120
Dupree Financial Group
Kentucky
$5.41M 98,364 +2,195 +2%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$5.22M 94,838 +23,568 +33%
Allianz Asset Management
122
Allianz Asset Management
Germany
$5.19M 94,282 -33,363 -26%
II
123
IFM Investors
Australia
$5.17M 93,888 +51,528 +122%
Aberdeen Group
124
Aberdeen Group
United Kingdom
$5.14M 93,428 -25,790 -22%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$5.12M 92,996 +1,996 +2%
3 4
5
6 7