WPC icon

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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M
2
CIM
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
Goldman Sachs
New York
$30.4M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$6.56M +$115K +1,497 +2%
ACM
127
AEW Capital Management
Massachusetts
$6.44M +$6.44M +84,090 New
EE
128
EWG Elevate
California
$6.4M -$104K -1,360 -2%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$6.37M +$1.31M +17,169 +26%
CAN
130
Cetera Advisor Networks
California
$6.33M +$1.17M +15,319 +23%
Macquarie Group
131
Macquarie Group
Australia
$6.27M +$292K +3,813 +5%
SSWM
132
Sheets Smith Wealth Management
North Carolina
$6.26M -$266K -3,476 -4%
OHIS
133
Oak Harvest Investment Services
Texas
$6.19M +$341K +4,461 +6%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$6.19M -$1.07M -13,967 -15%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$6.09M +$562K +7,346 +10%
NC
136
NewSquare Capital
Pennsylvania
$5.92M +$548K +7,156 +10%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$5.75M +$1.05M +13,703 +22%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$5.75M -$2.12M -27,750 -27%
William Blair & Company
139
William Blair & Company
Illinois
$5.72M -$392K -5,121 -6%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$5.59M -$2.58M -33,671 -32%
TAIM
141
Te Ahumairangi Investment Management
New Zealand
$5.56M +$52K +679 +0.9%
Creative Planning
142
Creative Planning
Kansas
$5.47M +$212K +2,776 +4%
Daiwa Securities Group
143
Daiwa Securities Group
Japan
$5.39M -$36.9K -482 -0.7%
DFG
144
Demars Financial Group
Washington
$5.36M +$235K +3,070 +5%
KS
145
Karpas Strategies
Connecticut
$5.25M -$16.9K -221 -0.3%
CWM
146
CIBC World Markets
New York
$5.24M -$1.39M -18,216 -21%
ERSOT
147
Employees Retirement System of Texas
Texas
$5.2M +$1.25M +16,336 +32%
GC
148
Guardian Capital
Ontario, Canada
$5.03M -$1.34M -17,472 -21%
CS
149
Candriam SCA
Luxembourg
$5M -$5.52M -72,184 -53%
CTA
150
Colonial Trust Advisors
South Carolina
$4.95M +$407K +5,312 +9%
4 5
6
7 8