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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
176
Fuller & Thaler Asset Management
California
$2.77M 48,992 +5,535 +13%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$2.75M 48,773 +124 +0.3%
AIP
178
Ameritas Investment Partners
Nebraska
$2.73M 48,283 – –
HighTower Advisors
179
HighTower Advisors
Illinois
$2.62M 46,405 +2,568 +6%
CNFG
180
Creegan & Nassoura Financial Group
New Hampshire
$2.62M 46,375 – –
WSCM
181
Wellington Shields Capital Management
New York
$2.61M 46,198 -1,066 -2%
CS
182
Capital Square
Tennessee
$2.58M 45,636 +3,212 +8%
NMERB
183
New Mexico Educational Retirement Board
New Mexico
$2.45M 43,400 – –
PS
184
Pensionfund Sabic
Netherlands
$2.44M 43,304 +3,000 +7%
Skandinaviska Enskilda Banken (SEB)
185
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.4M 42,545 +2,700 +7%
II
186
IFM Investors
Australia
$2.39M 42,360 -2,128 -5%
Wealthfront Advisers
187
Wealthfront Advisers
California
$2.35M 41,674 +9,265 +29%
AM
188
AGF Management
Ontario, Canada
$2.34M 41,464 -6,460 -13%
Jane Street
189
Jane Street
New York
$2.32M 41,179 -176,020 -81%
Corient Private Wealth
190
Corient Private Wealth
Florida
$2.3M 40,754 -3,611 -8%
HAS
191
HBW Advisory Services
California
$2.16M 33,383 – –
CTA
192
Colonial Trust Advisors
South Carolina
$2.13M 37,657 -6,109 -14%
IWA
193
Inspirion Wealth Advisors
Illinois
$2.11M 37,361 -2,549 -6%
X
194
Xponance
Pennsylvania
$2.11M 37,333 +10,735 +40%
URS
195
Utah Retirement Systems
Utah
$2.08M 36,876 +200 +0.5%
OAM
196
Ostrum Asset Management
France
$2.07M 36,693 – –
LAM
197
LECAP Asset Management
United Kingdom
$2.07M 36,612 +20,148 +122%
SFS
198
Sowell Financial Services
Arkansas
$2.05M 35,682 -2,651 -7%
FC
199
FORA Capital
Florida
$2.03M 35,906 +35,906 New
US Bancorp
200
US Bancorp
Minnesota
$1.99M 35,203 +244 +0.7%
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