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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$4.04M 73,400 – –
State of New Jersey Common Pension Fund D
152
State of New Jersey Common Pension Fund D
New Jersey
$3.99M 72,391 -34,658 -32%
FAFTFSNP
153
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$3.88M 70,434 +70,434 New
GIA
154
Gateway Investment Advisers
Ohio
$3.86M 70,097 +65,453 +1,409%
AWS
155
Atria Wealth Solutions
New York
$3.73M 67,573 -4,270 -6%
UM
156
UniSuper Management
Australia
$3.72M 67,522 +2,322 +4%
NICM
157
Neo Ivy Capital Management
New York
$3.71M 67,424 +67,424 New
KS
158
Karpas Strategies
Connecticut
$3.7M 67,271 +247 +0.4%
Caisse de Depot et Placement du Quebec (CDPQ)
159
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.68M 66,802 +66,802 New
Creative Planning
160
Creative Planning
Kansas
$3.55M 64,502 -3,399 -5%
American Century Companies
161
American Century Companies
Missouri
$3.51M 63,802 +4,766 +8%
PC
162
Prairiewood Capital
North Dakota
$3.51M 63,754 +4,594 +8%
AAF
163
Andra AP-fonden
Sweden
$3.46M 62,900 +10,450 +20%
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$3.41M 61,900 -1,000 -2%
AAS
165
Avantax Advisory Services
Texas
$3.35M 60,818 +8,558 +16%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$3.34M 60,674 +39,971 +193%
CAM
167
Cozad Asset Management
Illinois
$3.33M 60,493 -2,042 -3%
ASRS
168
Arizona State Retirement System
Arizona
$3.31M 60,069 -76 -0.1%
PAG
169
Private Advisor Group
New Jersey
$3.25M 58,971 -5,457 -8%
CNFG
170
Creegan & Nassoura Financial Group
New Hampshire
$3.25M 58,960 +12,585 +27%
NIWA
171
New Insight Wealth Advisors
California
$3.25M 58,955 -1,637 -3%
SMDAM
172
Sumitomo Mitsui DS Asset Management
Japan
$3.1M 56,342 -1,291 -2%
AFM
173
Armstrong Fleming & Moore
District of Columbia
$3.09M 56,148 -6,316 -10%
NAM
174
Nissay Asset Management
Japan
$3.06M 55,503 +3,008 +6%
Wealthfront Advisers
175
Wealthfront Advisers
California
$3.05M 55,398 +13,724 +33%
5 6
7
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