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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
2
Charles Schwab
California
$129M
3
Blackstone Inc
3
Blackstone Inc
New York
$21M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$21.1M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.38M
2
GCM
2
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.7M
4
HF
4
HRT Financial
New York
$0
5
PS
5
Presima Securities
Quebec, Canada
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
176
Rench Wealth Management
Texas
$3.03M 41,461 +376 +0.9%
Janus Henderson Group
177
Janus Henderson Group
United Kingdom
$3.02M 41,311 -11,411 -22%
EAM
178
Evanson Asset Management
California
$2.97M 39,411 -206 -0.5%
CTA
179
Colonial Trust Advisors
South Carolina
$2.94M 40,277 +6,962 +21%
HAG
180
HighPoint Advisor Group
Illinois
$2.91M 39,838 -3,430 -8%
AAS
181
Avantax Advisory Services
Texas
$2.9M 39,671 +92 +0.2%
Ensign Peak Advisors
182
Ensign Peak Advisors
Utah
$2.87M 39,300 -21,195 -35%
RFWA
183
RPg Family Wealth Advisory
Massachusetts
$2.87M 38,708 +2,394 +7%
Creative Planning
184
Creative Planning
Kansas
$2.83M 38,771 -1,031 -3%
UIM
185
USS Investment Management
United Kingdom
$2.83M 38,738 +38,738 New
SIA
186
SeaBridge Investment Advisors
New Jersey
$2.7M 36,916 -28 -0.1%
FAF
187
Fjarde Ap-fonden
Sweden
$2.63M 35,938 -2,400 -6%
Skandinaviska Enskilda Banken (SEB)
188
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.6M 35,600 -16,802 -32%
EM
189
Excalibur Management
Massachusetts
$2.6M 35,574 +687 +2%
JPMPWA
190
J.P. Morgan Private Wealth Advisors
California
$2.57M 35,156 +4,869 +16%
WCG
191
Weaver Consulting Group
California
$2.57M 35,120 +1,427 +4%
NAM
192
Nissay Asset Management
Japan
$2.56M 35,061 +1,679 +5%
CNFG
193
Creegan & Nassoura Financial Group
New Hampshire
$2.54M 34,760 -100 -0.3%
Victory Capital Management
194
Victory Capital Management
Texas
$2.53M 34,587 -464 -1%
ECM
195
EII Capital Management
New York
$2.47M 33,822 – –
BRWA
196
B. Riley Wealth Advisors
Florida
$2.43M 33,247 +3,332 +11%
URS
197
Utah Retirement Systems
Utah
$2.42M 33,076 -400 -1%
Robeco Institutional Asset Management
198
Robeco Institutional Asset Management
Netherlands
$2.41M 33,058 +1,268 +4%
BCIM
199
British Columbia Investment Management
British Columbia, Canada
$2.4M 32,785 +334 +1%
Marshall Wace
200
Marshall Wace
United Kingdom
$2.38M 32,609 -344,441 -91%
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