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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
BlackRock
New York
$1.17B
4
PI
PGGM Investments
Netherlands
$139M
5
State Street
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M
2
CIM
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
Goldman Sachs
New York
$30.4M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$3.62M +$2.08M +27,231 +136%
XF
177
XML Financial
Maryland
$3.61M +$633K +8,276 +21%
RWM
178
Rench Wealth Management
Texas
$3.53M +$112K +1,462 +3%
1832 Asset Management
179
1832 Asset Management
Ontario, Canada
$3.53M -$6M -78,345 -63%
Fuller & Thaler Asset Management
180
Fuller & Thaler Asset Management
California
$3.46M +$404K +5,274 +13%
CWP
181
Cyndeo Wealth Partners
Florida
$3.46M +$3.46M +45,215 New
AM
182
AGF Management
Ontario, Canada
$3.43M +$3.43M +44,767 New
BAM
183
Belpointe Asset Management
Nevada
$3.43M +$1.19M +15,563 +53%
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$3.41M +$321K +4,200 +10%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$3.4M +$47.7K +623 +1%
Corient Private Wealth
186
Corient Private Wealth
Florida
$3.39M +$3.39M +44,301 New
BI
187
Bramshill Investments
Florida
$3.34M -$28.4K -371 -0.8%
NAM
188
Nissay Asset Management
Japan
$3.34M +$35.1K +459 +1%
TWM
189
TriaGen Wealth Management
California
$3.31M -$113K -1,481 -3%
DLCIG
190
D.L. Carlson Investment Group
New Hampshire
$3.29M -$185K -2,423 -5%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$3.24M +$1.08M +14,067 +50%
PS
192
Presima Securities
Quebec, Canada
$3.22M -$289K -3,778 -8%
BG
193
Bahl & Gaynor
Ohio
$3.14M -$63.2K -826 -2%
GCA
194
GSI Capital Advisors
California
$3.13M -$996K -13,006 -24%
FAF
195
Fjarde Ap-fonden
Sweden
$3.1M -$727K -9,496 -19%
CS
196
Capital Square
Tennessee
$3.06M -$102K -1,338 -3%
BRWA
197
B. Riley Wealth Advisors
Florida
$3.04M +$62.3K +803 +2%
PDN
198
Pensionfund DSM Netherlands
Netherlands
$2.88M -$2.88M -37,573 -50%
URS
199
Utah Retirement Systems
Utah
$2.86M +$180K +2,348 +7%
HP
200
Hilltop Partners
Indiana
$2.85M +$2.85M +37,231 New
6 7
8
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