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W.P. Carey
WPC

Overview Fund Activity

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M

Top Buyers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$76.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
ORIO
3
Old Republic International (ORI)
Illinois
$39M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$30.3M
5
State Street
5
State Street
Massachusetts
$554M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.81M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$238K
3
BlackRock
3
BlackRock
New York
$1B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.34M
5
FP
5
Foundry Partners
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
176
Allegiant Private Advisors
Florida
$3.11M 41,624 -8,936 -18%
RWM
177
Rench Wealth Management
Texas
$3.07M 41,085 +1,586 +4%
CAN
178
Cetera Advisor Networks
California
$3.03M 40,608 +16,777 +70%
Creative Planning
179
Creative Planning
Kansas
$2.97M 39,802 -567 -1%
EAM
180
Evanson Asset Management
California
$2.96M 39,617 +20 +0.1%
AAS
181
Avantax Advisory Services
Texas
$2.95M 39,579 -1,108 -3%
HFS
182
Hantz Financial Services
Michigan
$2.93M 39,248 +3,353 +9%
FAF
183
Fjarde Ap-fonden
Sweden
$2.86M 38,338 -7,600 -17%
SIA
184
SeaBridge Investment Advisors
New Jersey
$2.76M 36,944 -1,018 -3%
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$2.75M 36,314 +36,314 New
MHS
186
M Holdings Securities
Oregon
$2.68M 35,975 +280 +0.8%
Victory Capital Management
187
Victory Capital Management
Texas
$2.62M 35,051 -486 -1%
EM
188
Excalibur Management
Massachusetts
$2.6M 34,887 -44 -0.1%
CNFG
189
Creegan & Nassoura Financial Group
New Hampshire
$2.6M 34,860 -400 -1%
VI
190
Vestcor Inc
New Brunswick, Canada
$2.59M 34,739 +10,292 +42%
ECM
191
EII Capital Management
New York
$2.52M 33,822 -1,307 -4%
Russell Investments Group
192
Russell Investments Group
United Kingdom
$2.52M 33,843 -673 -2%
WCG
193
Weaver Consulting Group
California
$2.51M 33,693 -500 -1%
EWA
194
EP Wealth Advisors
California
$2.51M 33,676 -8,135 -19%
SEI Investments
195
SEI Investments
Pennsylvania
$2.51M 33,993 +1,879 +6%
URS
196
Utah Retirement Systems
Utah
$2.5M 33,476 +100 +0.3%
NAM
197
Nissay Asset Management
Japan
$2.49M 33,382 +1,251 +4%
CTA
198
Colonial Trust Advisors
South Carolina
$2.49M 33,315 +7,470 +29%
GIBU
199
Gulf International Bank (UK)
United Kingdom
$2.43M 32,620 -1,502 -4%
BCIM
200
British Columbia Investment Management
British Columbia, Canada
$2.42M 32,451 +3,765 +13%
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