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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 %
MPM
126
Meritage Portfolio Management
Kansas
$5.11M 90,578 -5,354 -6%
FRAF
127
Första AP-fonden
Sweden
$5.06M 89,700 +31,700 +55%
Holocene Advisors
128
Holocene Advisors
New York
$5.04M 89,238 +89,238 New
SSWM
129
Sheets Smith Wealth Management
North Carolina
$5M 88,612 +4,580 +5%
NC
130
Nicholas Company
Wisconsin
$4.92M 87,095 – –
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.91M 86,909 +120 +0.1%
Mariner
132
Mariner
Kansas
$4.9M 86,855 +2,267 +3%
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$4.89M 85,400 +2,356 +3%
SPS
134
Susquehanna Portfolio Strategies
Pennsylvania
$4.84M 85,840 -640 -0.7%
TAIM
135
Te Ahumairangi Investment Management
New Zealand
$4.74M 83,921 +22,230 +36%
UIM
136
USS Investment Management
United Kingdom
$4.69M 83,150 +12,830 +18%
GC
137
Guggenheim Capital
Illinois
$4.62M 81,784 -20,255 -20%
CAN
138
Cetera Advisor Networks
California
$4.56M 80,869 +509 +0.6%
AWS
139
Arkfeld Wealth Strategies
Nebraska
$4.55M 81,759 +30,491 +59%
National Pension Service
140
National Pension Service
South Korea
$4.49M 79,465 -344,850 -81%
SFA
141
Sequoia Financial Advisors
Ohio
$4.45M 78,824 +106 +0.1%
AG
142
Advocate Group
Minnesota
$4.4M 78,026 -8,135 -9%
CWM
143
CIBC World Markets
New York
$4.36M 77,310 -1,473 -2%
Victory Capital Management
144
Victory Capital Management
Texas
$4.16M 73,737 +2,484 +3%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$4.14M 73,400 +11,240 +18%
Squarepoint
146
Squarepoint
New York
$4.14M 73,343 +73,343 New
AWS
147
Atria Wealth Solutions
New York
$4.11M 71,843 +424 +0.6%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$4.04M 71,620 -21,030 -23%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$4.02M 71,270 -4,425 -6%
Creative Planning
150
Creative Planning
Kansas
$3.83M 67,901 -1,611 -2%
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6
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