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W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$4.11M -$104K -1,418 -2%
MA
152
Mutual Advisors
Nebraska
$4.11M +$206K +2,810 +5%
WSCM
153
Wellington Shields Capital Management
New York
$4.08M +$18.8K +257 +0.5%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$3.96M +$359K +4,905 +10%
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
$3.93M +$73.4K +1,003 +2%
Bessemer Group
156
Bessemer Group
New Jersey
$3.93M +$646K +8,829 +20%
Skandinaviska Enskilda Banken (SEB)
157
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.91M -$2.32M -31,707 -37%
MPM
158
Meritage Portfolio Management
Kansas
$3.89M +$1.35M +18,493 +53%
SWA
159
SOA Wealth Advisors
New York
$3.89M -$391K -5,344 -9%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$3.88M +$222K +3,032 +6%
Renaissance Technologies
161
Renaissance Technologies
New York
$3.81M -$32.2M -440,255 -89%
CS
162
Capital Square
Tennessee
$3.8M +$79.5K +1,086 +2%
NL
163
NKCFO LLC
Illinois
$3.76M +$1.88M +25,729 +100%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$3.76M +$7.47K +102 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.73M +$3.74M +51,050 New
ASRS
166
Arizona State Retirement System
Arizona
$3.7M -$74.3K -1,015 -2%
VWM
167
Valley Wealth Managers
New Jersey
$3.67M +$213K +2,915 +6%
VanEck Associates
168
VanEck Associates
New York
$3.63M +$1.58M +21,607 +77%
PAG
169
Private Advisor Group
New Jersey
$3.52M -$18.9K -258 -0.5%
MML Investors Services
170
MML Investors Services
Massachusetts
$3.41M +$752K +10,274 +28%
NC
171
NewSquare Capital
Pennsylvania
$3.28M +$3.28M +44,827 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$3.25M +$40.3K +551 +1%
HAG
173
HighPoint Advisor Group
Illinois
$3.23M +$109K +1,489 +3%
CAM
174
Cozad Asset Management
Illinois
$3.22M -$96.5K -1,318 -3%
BG
175
Bahl & Gaynor
Ohio
$3.22M -$18.7K -255 -0.6%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.