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W.P. Carey
WPC

Overview Fund Activity

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$108M
2
BlackRock
2
BlackRock
New York
$1.16B
3
State Street
3
State Street
Massachusetts
$679M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$52.1M
3
AAMU
3
APG Asset Management US
New York
$114M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$33.3M
5
Blackstone Inc
5
Blackstone Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BG
176
Bahl & Gaynor
Ohio
$3.44M 41,978 -125 -0.3%
RWM
177
Rench Wealth Management
Texas
$3.42M 41,694 +233 +0.6%
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$3.38M 41,230 +6,074 +17%
RFWA
179
RPg Family Wealth Advisory
Massachusetts
$3.27M 39,389 +681 +2%
EAM
180
Evanson Asset Management
California
$3.24M 39,436 +25 +0.1%
UIM
181
USS Investment Management
United Kingdom
$3.18M 38,738 – –
AAS
182
Avantax Advisory Services
Texas
$3.16M 38,527 -1,144 -3%
Creative Planning
183
Creative Planning
Kansas
$3.14M 38,319 -452 -1%
CIC
184
Carnegie Investment Counsel
Ohio
$3.11M 37,945 +24,120 +174%
FAF
185
Fjarde Ap-fonden
Sweden
$3.1M 37,734 +1,796 +5%
BLC
186
Brown, Lisle/Cummings
Rhode Island
$3.1M 37,729 +37,729 New
NAM
187
Nissay Asset Management
Japan
$3.04M 37,104 +2,043 +6%
EM
188
Excalibur Management
Massachusetts
$2.95M 35,932 +358 +1%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$2.94M 35,855 +7,254 +25%
WCG
190
Weaver Consulting Group
California
$2.94M 35,766 +646 +2%
Janus Henderson Group
191
Janus Henderson Group
United Kingdom
$2.86M 34,905 -6,406 -16%
Skandinaviska Enskilda Banken (SEB)
192
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.86M 34,817 -783 -2%
CNFG
193
Creegan & Nassoura Financial Group
New Hampshire
$2.84M 34,610 -150 -0.4%
BRWA
194
B. Riley Wealth Advisors
Florida
$2.81M 34,193 +946 +3%
SIA
195
SeaBridge Investment Advisors
New Jersey
$2.78M 33,894 -3,022 -8%
Victory Capital Management
196
Victory Capital Management
Texas
$2.77M 33,709 -878 -3%
B
197
Bensler
Washington
$2.76M 33,685 +33,685 New
XF
198
XML Financial
Maryland
$2.73M 33,320 +1,788 +6%
URS
199
Utah Retirement Systems
Utah
$2.73M 33,276 +200 +0.6%
Baird Financial Group
200
Baird Financial Group
Wisconsin
$2.67M 32,498 +1,564 +5%
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