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W.P. Carey
WPC

Overview Fund Activity

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.83%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$100M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$73.9M
3
Citadel Advisors
3
Citadel Advisors
Florida
$63.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$41.6M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$34.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$37.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$85.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.45M
5
RC
5
Resolution Capital
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VanEck Associates
151
VanEck Associates
New York
$4.61M 68,194 +3,996 +6%
MA
152
Mutual Advisors
Nebraska
$4.57M 67,582 -16,134 -19%
KS
153
Karpas Strategies
Connecticut
$4.56M 67,437 +52 +0.1%
WP
154
WealthPLAN Partners
Nebraska
$4.52M 66,971 -68,126 -50%
Creative Planning
155
Creative Planning
Kansas
$4.52M 66,916 -2,537 -4%
DFG
156
Demars Financial Group
Washington
$4.52M 66,880 +225 +0.3%
HighTower Advisors
157
HighTower Advisors
Illinois
$4.49M 66,656 -215,678 -76%
MYAM
158
Meiji Yasuda Asset Management
Japan
$4.41M 65,239 +1,670 +3%
AFM
159
Armstrong Fleming & Moore
District of Columbia
$4.33M 64,026 +64,026 New
Mercer Global Advisors
160
Mercer Global Advisors
Colorado
$4.29M 63,437 -276 -0.4%
CTA
161
Colonial Trust Advisors
South Carolina
$4.27M 63,204 -905 -1%
UM
162
UniSuper Management
Australia
$4.13M 61,200 +61,200 New
AF
163
Advisornet Financial
Minnesota
$4.07M 60,228 +2,086 +4%
QT
164
Quantbot Technologies
New York
$4.02M 59,469 +52,989 +818%
RPA
165
Rock Point Advisors
Vermont
$4.02M 59,435 +13,381 +29%
OHIS
166
Oak Harvest Investment Services
Texas
$3.95M 58,512 -22,330 -28%
ASRS
167
Arizona State Retirement System
Arizona
$3.94M 58,373 -2,108 -3%
MPM
168
Meritage Portfolio Management
Kansas
$3.93M 58,192 +2,028 +4%
HFS
169
Hantz Financial Services
Michigan
$3.9M 57,658 +138 +0.2%
CAM
170
Cozad Asset Management
Illinois
$3.88M 57,424 +477 +0.8%
BLC
171
Brown, Lisle/Cummings
Rhode Island
$3.86M 57,120 +8,825 +18%
BPA
172
Beacon Pointe Advisors
California
$3.83M 56,641 -31,235 -36%
AAF
173
Andra AP-fonden
Sweden
$3.82M 56,600 -13,000 -19%
William Blair & Company
174
William Blair & Company
Illinois
$3.75M 55,516 -17,383 -24%
IWA
175
Inspirion Wealth Advisors
Illinois
$3.74M 55,323 -558 -1%
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