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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 %
ACM
126
Axel Capital Management
New York
$6.47M 80,000 +80,000 New
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$6.44M 79,681 +2,609 +3%
William Blair & Company
128
William Blair & Company
Illinois
$6.26M 77,446 +2,410 +3%
BPA
129
Beacon Pointe Advisors
California
$6.18M 76,414 +27,882 +57%
FP
130
Foundry Partners
Minnesota
$6.13M 75,880 +75,880 New
FRAF
131
Första AP-fonden
Sweden
$6.12M 75,700 -7,400 -9%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$6.03M 74,571 +9,810 +15%
VanEck Associates
133
VanEck Associates
New York
$5.98M 73,927 -19,226 -21%
DFG
134
Demars Financial Group
Washington
$5.91M 73,086 +11,472 +19%
FM
135
Forward Management
California
$5.87M 72,660 +60 +0.1%
RPA
136
Rock Point Advisors
Vermont
$5.79M 71,670 -77 -0.1%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$5.7M 70,451 +938 +1%
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$5.53M 68,408 -947 -1%
OHIS
139
Oak Harvest Investment Services
Texas
$5.51M 68,191 +52,162 +325%
Fidelity Investments
140
Fidelity Investments
Massachusetts
$5.46M 67,495 +2,107 +3%
KS
141
Karpas Strategies
Connecticut
$5.4M 66,738 +330 +0.5%
IWA
142
Inspirion Wealth Advisors
Illinois
$5.2M 64,266 -1,802 -3%
JPMPWA
143
J.P. Morgan Private Wealth Advisors
California
$5.13M 63,434 +22,204 +54%
MA
144
Mutual Advisors
Nebraska
$5.11M 63,155 +2,604 +4%
Aberdeen Group
145
Aberdeen Group
United Kingdom
$5.07M 61,712 -16,723 -21%
SEI Investments
146
SEI Investments
Pennsylvania
$5.03M 62,034 +10,474 +20%
GC
147
Guggenheim Capital
Illinois
$5.02M 62,095 +3,558 +6%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$4.99M 61,745 +12,315 +25%
S
149
Surevest
California
$4.91M 60,727 -8,631 -12%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$4.85M 60,022 +1,428 +2%
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6
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