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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$4.8M 59,322 +7,845 +15%
Mariner
152
Mariner
Kansas
$4.72M 58,388 +6,700 +13%
NC
153
NewSquare Capital
Pennsylvania
$4.68M 57,908 +6,611 +13%
UIM
154
USS Investment Management
United Kingdom
$4.59M 56,753 +18,015 +47%
Bessemer Group
155
Bessemer Group
New Jersey
$4.57M 56,592 +5 +0%
ERSOT
156
Employees Retirement System of Texas
Texas
$4.57M 56,500 -28,000 -33%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$4.56M 56,439 +2,142 +4%
SIMG
158
Sonora Investment Management Group
Arizona
$4.56M 56,343 +11,313 +25%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$4.4M 54,435 -35,317 -39%
PAG
160
Private Advisor Group
New Jersey
$4.25M 52,517 +4,935 +10%
Robeco Institutional Asset Management
161
Robeco Institutional Asset Management
Netherlands
$4.23M 52,336 +20,425 +64%
GCA
162
GSI Capital Advisors
California
$4.23M 52,350 -33,066 -39%
SWA
163
SOA Wealth Advisors
New York
$4.22M 52,249 -238 -0.5%
Aviva
164
Aviva
United Kingdom
$4.21M 52,065 -3,044 -6%
AF
165
Advisornet Financial
Minnesota
$4.21M 52,012 -1,896 -4%
ASRS
166
Arizona State Retirement System
Arizona
$4.19M 51,854 +1,499 +3%
VWM
167
Valley Wealth Managers
New Jersey
$4.11M 50,894 +893 +2%
HFS
168
Hantz Financial Services
Michigan
$4.1M 50,655 +3,376 +7%
CTA
169
Colonial Trust Advisors
South Carolina
$4.08M 50,473 +3,656 +8%
NL
170
NKCFO LLC
Illinois
$4.07M 50,400 – –
CAN
171
Cetera Advisor Networks
California
$3.99M 49,331 +4,283 +10%
MPM
172
Meritage Portfolio Management
Kansas
$3.98M 49,253 +837 +2%
WSCM
173
Wellington Shields Capital Management
New York
$3.79M 46,287 -8,254 -15%
PDN
174
Pensionfund DSM Netherlands
Netherlands
$3.78M 46,800 -13,000 -22%
CAM
175
Cozad Asset Management
Illinois
$3.73M 46,113 +2,654 +6%
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