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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KBC Group
151
KBC Group
Belgium
$3.73M 68,412 -81,408 -54%
Mariner
152
Mariner
Kansas
$3.73M 68,398 -9,154 -12%
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$3.71M 68,120 -3,370 -5%
Creative Planning
154
Creative Planning
Kansas
$3.69M 67,733 +3,024 +5%
GIA
155
Gateway Investment Advisers
Ohio
$3.61M 66,247 -15,411 -19%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$3.59M 65,818 -6,573 -9%
NC
157
NewSquare Capital
Pennsylvania
$3.58M 65,729 -62 -0.1%
Korea Investment Corp
158
Korea Investment Corp
South Korea
$3.57M 65,523 +1,200 +2%
IIM
159
INTECH Investment Management
Florida
$3.56M 65,419 +56,414 +626%
American Century Companies
160
American Century Companies
Missouri
$3.56M 65,385 +2,031 +3%
UM
161
UniSuper Management
Australia
$3.55M 65,100 -3,713 -5%
AAS
162
Avantax Advisory Services
Texas
$3.47M 63,624 +517 +0.8%
ASRS
163
Arizona State Retirement System
Arizona
$3.46M 63,542 +849 +1%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$3.45M 63,334 -34,287 -35%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$3.39M 62,200 -3,000 -5%
NAAA
166
New Age Alpha Advisors
New York
$3.36M 61,646 +61,646 New
LSERS
167
Louisiana State Employees Retirement System
Louisiana
$3.31M 60,700 – –
SMDAM
168
Sumitomo Mitsui DS Asset Management
Japan
$3.3M 60,607 +2,513 +4%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$3.28M 60,066 -4,233 -7%
Twin Tree Management
170
Twin Tree Management
Texas
$3.27M 59,955 +59,955 New
AAA
171
Adams Asset Advisors
Texas
$3.25M 59,666 +16,540 +38%
NAM
172
Nissay Asset Management
Japan
$3.19M 58,450 +1,117 +2%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$3.14M 56,575 -9,876 -15%
TCM
174
TT Capital Management
California
$3.11M 56,324 +56,324 New
CNFG
175
Creegan & Nassoura Financial Group
New Hampshire
$3.11M 57,085 -1,755 -3%
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