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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
176
Advisornet Financial
Minnesota
$3.36M 51,841 -6,954 -12%
PDN
177
Pensionfund DSM Netherlands
Netherlands
$3.36M 51,800 – –
BNP Paribas Asset Management
178
BNP Paribas Asset Management
France
$3.33M 51,388 -40,515 -44%
AAS
179
Avantax Advisory Services
Texas
$3.31M 51,143 -1,259 -2%
BLC
180
Brown, Lisle/Cummings
Rhode Island
$3.3M 50,975 +5,804 +13%
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$3.29M 50,740 -15,589 -24%
ERSOT
182
Employees Retirement System of Texas
Texas
$3.27M 50,500 -30,000 -37%
GBWM
183
Granite Bay Wealth Management
New Hampshire
$3.26M 56,217 -4,609 -8%
William Blair & Company
184
William Blair & Company
Illinois
$3.17M 48,931 +3,612 +8%
AQR Capital Management
185
AQR Capital Management
Connecticut
$3.16M 48,702 -19,089 -28%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$3.15M 48,649 +48,649 New
HAG
187
HighPoint Advisor Group
Illinois
$3.15M 56,638 +56,638 New
AIP
188
Ameritas Investment Partners
Nebraska
$3.13M 48,283 +48,283 New
AWM
189
AE Wealth Management
Kansas
$3.13M 49,793 -5,509 -10%
AM
190
AGF Management
Ontario, Canada
$3.11M 47,924 +1,425 +3%
Prudential Financial
191
Prudential Financial
New Jersey
$3.07M 47,347 +4,199 +10%
WSCM
192
Wellington Shields Capital Management
New York
$3.06M 47,264 -2,880 -6%
CNFG
193
Creegan & Nassoura Financial Group
New Hampshire
$3.01M 46,375 -15 -0%
RWM
194
Rench Wealth Management
Texas
$2.95M 45,471 -1,557 -3%
DnB Asset Management
195
DnB Asset Management
Norway
$2.92M 45,029 – –
II
196
IFM Investors
Australia
$2.88M 44,488 – –
Corient Private Wealth
197
Corient Private Wealth
Florida
$2.88M 44,365 -11,641 -21%
HighTower Advisors
198
HighTower Advisors
Illinois
$2.84M 43,837 -10,643 -20%
CTA
199
Colonial Trust Advisors
South Carolina
$2.84M 43,766 -19,181 -30%
Fuller & Thaler Asset Management
200
Fuller & Thaler Asset Management
California
$2.82M 43,457 -8,951 -17%
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