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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
UIM
151
USS Investment Management
United Kingdom
$4.56M 70,320 +248 +0.4%
Creative Planning
152
Creative Planning
Kansas
$4.51M 69,512 +4,539 +7%
PCA
153
Private Capital Advisors
Connecticut
$4.46M 68,764 -38,512 -36%
KS
154
Karpas Strategies
Connecticut
$4.32M 66,690 -1,158 -2%
AFM
155
Armstrong Fleming & Moore
District of Columbia
$4.05M 62,504 -651 -1%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$4.03M 62,160 +62,160 New
UM
157
UniSuper Management
Australia
$4.02M 62,000 +100 +0.2%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$4M 61,750 +61,750 New
TAIM
159
Te Ahumairangi Investment Management
New Zealand
$4M 61,691 -6,198 -9%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$3.98M 61,400 +61,400 New
NIWA
161
New Insight Wealth Advisors
California
$3.93M 60,657 +60,657 New
Simplex Trading
162
Simplex Trading
Illinois
$3.89M 59,991 +59,991 New
ASRS
163
Arizona State Retirement System
Arizona
$3.81M 58,795 +439 +0.8%
FRAF
164
Första AP-fonden
Sweden
$3.76M 58,000 -30,000 -34%
Lazard Asset Management
165
Lazard Asset Management
New York
$3.76M 57,951 +45,073 +350%
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$3.71M 57,178 -48,716 -46%
SMDAM
167
Sumitomo Mitsui DS Asset Management
Japan
$3.62M 55,903 +1,129 +2%
HFS
168
Hantz Financial Services
Michigan
$3.55M 54,700 -4,082 -7%
RBC
169
Romano Brothers & Co
Illinois
$3.54M 54,615 -550 -1%
CAM
170
Cozad Asset Management
Illinois
$3.53M 54,540 -1,524 -3%
CCM
171
Cohen Capital Management
California
$3.53M 54,535 – –
PC
172
Prairiewood Capital
North Dakota
$3.52M 54,237 +7,768 +17%
AWS
173
Arkfeld Wealth Strategies
Nebraska
$3.43M 51,268 +9,048 +21%
SOMRS
174
State of Michigan Retirement System
Michigan
$3.4M 52,500 +52,500 New
NAM
175
Nissay Asset Management
Japan
$3.4M 52,403 +3,873 +8%
5 6
7
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