We are live on ! Find out more
WPC icon

W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
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
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$3.12M -$2.73M -37,289 -47%
APA
177
Allegiant Private Advisors
Florida
$3.11M -$668K -9,124 -18%
RWM
178
Rench Wealth Management
Texas
$3.07M +$119K +1,620 +4%
CAN
179
Cetera Advisor Networks
California
$3.03M +$1.25M +17,130 +70%
Creative Planning
180
Creative Planning
Kansas
$2.97M -$42.4K -579 -1%
EAM
181
Evanson Asset Management
California
$2.96M +$1.46K +20 +0%
AAS
182
Avantax Advisory Services
Texas
$2.95M -$82.8K -1,131 -3%
HFS
183
Hantz Financial Services
Michigan
$2.93M +$251K +3,423 +9%
FAF
184
Fjarde Ap-fonden
Sweden
$2.86M -$568K -7,760 -17%
SIA
185
SeaBridge Investment Advisors
New Jersey
$2.76M -$76K -1,039 -3%
RFWA
186
RPg Family Wealth Advisory
Massachusetts
$2.75M +$2.71M +37,077 New
MHS
187
M Holdings Securities
Oregon
$2.68M +$20.9K +285 +0.8%
Victory Capital Management
188
Victory Capital Management
Texas
$2.62M -$36.3K -496 -1%
EM
189
Excalibur Management
Massachusetts
$2.6M -$3.29K -45 -0.1%
CNFG
190
Creegan & Nassoura Financial Group
New Hampshire
$2.6M -$29.9K -408 -1%
VI
191
Vestcor Inc
New Brunswick, Canada
$2.59M +$769K +10,509 +42%
ECM
192
EII Capital Management
New York
$2.52M -$97.7K -1,335 -4%
Russell Investments Group
193
Russell Investments Group
United Kingdom
$2.52M -$50.3K -687 -2%
WCG
194
Weaver Consulting Group
California
$2.51M -$37.3K -510 -1%
EWA
195
EP Wealth Advisors
California
$2.51M -$608K -8,306 -19%
SEI Investments
196
SEI Investments
Pennsylvania
$2.5M +$140K +1,919 +6%
URS
197
Utah Retirement Systems
Utah
$2.5M +$7.47K +102 +0.3%
NAM
198
Nissay Asset Management
Japan
$2.49M +$93.5K +1,277 +4%
CTA
199
Colonial Trust Advisors
South Carolina
$2.49M +$558K +7,627 +29%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$2.43M -$112K -1,534 -4%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.