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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
126
Sheets Smith Wealth Management
North Carolina
$5.21M 95,648 +17,447 +22%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$5.11M 93,775 -12,848 -12%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$5.04M 92,470 -84,829 -48%
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$5.02M 92,072 -275 -0.3%
FRAF
130
Första AP-fonden
Sweden
$4.97M 91,300 +2,200 +2%
II
131
IFM Investors
Australia
$4.95M 90,880 -2,992 -3%
YCM
132
Yousif Capital Management
Michigan
$4.69M 86,032 -3,590 -4%
ERSOT
133
Employees Retirement System of Texas
Texas
$4.69M 86,000 -35,000 -29%
Focus Partners Wealth
134
Focus Partners Wealth
Massachusetts
$4.59M 84,238 -11,343 -12%
TAIM
135
Te Ahumairangi Investment Management
New Zealand
$4.58M 84,027 +3,746 +5%
PI
136
PineBridge Investments
New York
$4.56M 83,625 +33,160 +66%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$4.55M 83,494 +20,695 +33%
BPA
138
Beacon Pointe Advisors
California
$4.51M 82,692 -9,121 -10%
SO
139
STRS Ohio
Ohio
$4.45M 81,659 +81,659 New
MPM
140
Meritage Portfolio Management
Kansas
$4.32M 79,323 -5,745 -7%
KAS
141
Kestra Advisory Services
Texas
$4.27M 78,349 +74,062 +1,728%
Wealthfront Advisers
142
Wealthfront Advisers
California
$4.15M 76,202 +3,174 +4%
AG
143
Advocate Group
Minnesota
$4.11M 75,456 -157 -0.2%
CWM
144
CIBC World Markets
New York
$4.01M 73,544 +2,957 +4%
ETC
145
Exchange Traded Concepts
Oklahoma
$4M 73,425 -9,050 -11%
PC
146
Prairiewood Capital
North Dakota
$3.85M 70,612 +3,744 +6%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$3.83M 70,285 +70,285 New
FAF
148
Fjarde Ap-fonden
Sweden
$3.81M 69,934 -6,500 -9%
VI
149
Vestcor Inc
New Brunswick, Canada
$3.79M 69,640 +38,043 +120%
CCM
150
Cohen Capital Management
California
$3.77M 69,239 +13,180 +24%
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