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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
1
Resolution Capital
Australia
$31.8M
2
ZIM
2
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
3
Capital World Investors
California
$202M
4
Barclays
4
Barclays
United Kingdom
$31.6M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
126
SOA Wealth Advisors
New York
$6.86M 88,626 -4 -0%
BPA
127
Beacon Pointe Advisors
California
$6.81M 87,876 +27,173 +45%
NC
128
Nicholas Company
Wisconsin
$6.77M 87,475 +40 +0%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$6.76M 87,280 +9,345 +12%
Mariner
130
Mariner
Kansas
$6.64M 85,766 -2,153 -2%
CAN
131
Cetera Advisor Networks
California
$6.63M 85,642 +4,638 +6%
Royal London Asset Management
132
Royal London Asset Management
United Kingdom
$6.6M 85,240 +1,268 +2%
MA
133
Mutual Advisors
Nebraska
$6.48M 83,716 -199 -0.2%
NC
134
NewSquare Capital
Pennsylvania
$6.36M 82,064 +6,259 +8%
IMRF
135
Illinois Municipal Retirement Fund
Illinois
$6.27M 81,006 -35,867 -31%
OHIS
136
Oak Harvest Investment Services
Texas
$6.26M 80,842 +1,602 +2%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$6.22M 80,392 -1,195 -1%
SSWM
138
Sheets Smith Wealth Management
North Carolina
$6.2M 80,057 – –
SFA
139
Sequoia Financial Advisors
Ohio
$6.17M 79,700 +74,481 +1,427%
Daiwa Securities Group
140
Daiwa Securities Group
Japan
$6.17M 79,603 +10,629 +15%
EE
141
EWG Elevate
California
$6.15M 79,402 -2,492 -3%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$6.03M 77,797 +6,219 +9%
ERSOT
143
Employees Retirement System of Texas
Texas
$5.93M 76,500 +10,000 +15%
Macquarie Group
144
Macquarie Group
Australia
$5.87M 75,375 -4,792 -6%
Marshall Wace
145
Marshall Wace
United Kingdom
$5.81M 75,036 +47,147 +169%
Aberdeen Group
146
Aberdeen Group
United Kingdom
$5.76M 74,312 +19,200 +35%
TAIM
147
Te Ahumairangi Investment Management
New Zealand
$5.74M 74,078 +3,000 +4%
JF
148
Jump Financial
Illinois
$5.71M 73,754 +73,754 New
William Blair & Company
149
William Blair & Company
Illinois
$5.65M 72,899 -265 -0.4%
PAG
150
Private Advisor Group
New Jersey
$5.64M 72,771 -5,430 -7%
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