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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
176
Janus Henderson Group
United Kingdom
$3.67M 45,432 +10,527 +30%
PS
177
Pensionfund Sabic
Netherlands
$3.49M 43,204 -7,500 -15%
BLC
178
Brown, Lisle/Cummings
Rhode Island
$3.45M 42,731 +5,002 +13%
RWM
179
Rench Wealth Management
Texas
$3.42M 42,332 +638 +2%
CIC
180
Carnegie Investment Counsel
Ohio
$3.4M 42,053 +4,108 +11%
RFWA
181
RPg Family Wealth Advisory
Massachusetts
$3.37M 41,112 +1,723 +4%
CS
182
Capital Square
Tennessee
$3.36M 41,602 -2,373 -5%
BG
183
Bahl & Gaynor
Ohio
$3.35M 41,428 -550 -1%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$3.3M 40,821 -4,430 -10%
Creative Planning
185
Creative Planning
Kansas
$3.21M 39,646 +1,327 +3%
EAM
186
Evanson Asset Management
California
$3.19M 39,460 +24 +0.1%
AAS
187
Avantax Advisory Services
Texas
$3.18M 39,374 +847 +2%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$3.11M 38,479 +2,624 +7%
AWS
189
Atria Wealth Solutions
New York
$3.06M 37,514 +37,514 New
NAM
190
Nissay Asset Management
Japan
$3.06M 37,816 +712 +2%
MYAM
191
Meiji Yasuda Asset Management
Japan
$3.05M 37,778 +32,557 +624%
FAF
192
Fjarde Ap-fonden
Sweden
$2.95M 36,534 -1,200 -3%
S
193
Seeyond
France
$2.91M 36,000 +14,870 +70%
XF
194
XML Financial
Maryland
$2.91M 35,969 +2,649 +8%
EM
195
Excalibur Management
Massachusetts
$2.9M 35,846 -86 -0.2%
WCG
196
Weaver Consulting Group
California
$2.88M 35,665 -101 -0.3%
ACI
197
AMP Capital Investors
Australia
$2.83M 35,040 -39,721 -53%
HF
198
HRT Financial
New York
$2.81M 34,754 -48,767 -58%
CNFG
199
Creegan & Nassoura Financial Group
New Hampshire
$2.79M 34,535 -75 -0.2%
BRWA
200
B. Riley Wealth Advisors
Florida
$2.75M 33,958 -235 -0.7%
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