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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
BlackRock
New York
$1.17B
4
PI
PGGM Investments
Netherlands
$139M
5
State Street
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M
2
CIM
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
Goldman Sachs
New York
$30.4M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRAF
151
Första AP-fonden
Sweden
$4.89M +$735K +9,598 +18%
Korea Investment Corp
152
Korea Investment Corp
South Korea
$4.78M +$122K +1,597 +3%
BPA
153
Beacon Pointe Advisors
California
$4.74M -$128K -1,678 -3%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$4.62M -$104K -1,364 -2%
RBC
155
Romano Brothers & Co
Illinois
$4.53M +$56.7K +741 +1%
IWA
156
Inspirion Wealth Advisors
Illinois
$4.49M -$392K -5,125 -8%
HFS
157
Hantz Financial Services
Michigan
$4.41M +$149K +1,952 +4%
AF
158
Advisornet Financial
Minnesota
$4.41M +$72.1K +942 +2%
VanEck Associates
159
VanEck Associates
New York
$4.37M +$402K +5,257 +10%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$4.31M -$375K -4,895 -8%
AWM
161
AE Wealth Management
Kansas
$4.28M +$174K +2,278 +4%
MPM
162
Meritage Portfolio Management
Kansas
$4.28M +$151K +1,970 +4%
ASRS
163
Arizona State Retirement System
Arizona
$4.27M +$129K +1,679 +3%
VWM
164
Valley Wealth Managers
New Jersey
$4.2M +$64.7K +845 +2%
AWS
165
Atria Wealth Solutions
New York
$4.12M -$32.9K -429 -0.8%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$4.08M +$4.01M +52,452 +6,267%
Citadel Advisors
167
Citadel Advisors
Florida
$4.04M +$3.39M +44,323 +523%
WSCM
168
Wellington Shields Capital Management
New York
$3.87M +$97K +1,267 +3%
AQR Capital Management
169
AQR Capital Management
Connecticut
$3.87M -$3.18M -41,618 -45%
BLC
170
Brown, Lisle/Cummings
Rhode Island
$3.77M +$170K +2,221 +5%
CAM
171
Cozad Asset Management
Illinois
$3.74M +$93.5K +1,221 +3%
AAS
172
Avantax Advisory Services
Texas
$3.72M +$187K +2,444 +5%
RPA
173
Rock Point Advisors
Vermont
$3.68M -$33.6K -439 -0.9%
UIM
174
USS Investment Management
United Kingdom
$3.66M +$232K +3,033 +7%
Aviva
175
Aviva
United Kingdom
$3.63M -$2.6M -33,977 -42%
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