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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
176
Cohen Capital Management
California
$3.04M 55,208 +420 +0.8%
PDN
177
Pensionfund DSM Netherlands
Netherlands
$2.96M 53,800 – –
HAG
178
HighPoint Advisor Group
Illinois
$2.93M 48,260 -6,953 -13%
Korea Investment Corp
179
Korea Investment Corp
South Korea
$2.92M 53,105 -11,965 -18%
SOMRS
180
State of Michigan Retirement System
Michigan
$2.9M 52,700 -1,000 -2%
Cerity Partners
181
Cerity Partners
New York
$2.87M 52,122 +32,818 +170%
ERSOT
182
Employees Retirement System of Texas
Texas
$2.86M 52,000 +52,000 New
RBC
183
Romano Brothers & Co
Illinois
$2.78M 50,490 -2,230 -4%
Fuller & Thaler Asset Management
184
Fuller & Thaler Asset Management
California
$2.75M 50,017 +1,025 +2%
HFS
185
Hantz Financial Services
Michigan
$2.74M 49,778 -2,491 -5%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$2.69M 48,839 +66 +0.1%
CS
187
Capital Square
Tennessee
$2.64M 44,669 -967 -2%
AIP
188
Ameritas Investment Partners
Nebraska
$2.56M 46,544 -1,739 -4%
WSCM
189
Wellington Shields Capital Management
New York
$2.55M 46,314 +116 +0.3%
HighTower Advisors
190
HighTower Advisors
Illinois
$2.53M 46,046 -359 -0.8%
BLC
191
Brown, Lisle/Cummings
Rhode Island
$2.53M 45,962 -5,540 -11%
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$2.5M 45,424 -8,596 -16%
Handelsbanken Fonder
193
Handelsbanken Fonder
Sweden
$2.41M 43,800 -104,835 -71%
NMERB
194
New Mexico Educational Retirement Board
New Mexico
$2.39M 43,400 – –
PS
195
Pensionfund Sabic
Netherlands
$2.38M 43,304 – –
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.34M 42,545 – –
BCIM
197
British Columbia Investment Management
British Columbia, Canada
$2.31M 41,879 +15,771 +60%
Holocene Advisors
198
Holocene Advisors
New York
$2.3M 41,805 -47,433 -53%
AM
199
AGF Management
Ontario, Canada
$2.27M 41,320 -144 -0.3%
LAM
200
LECAP Asset Management
United Kingdom
$2.19M 39,865 +3,253 +9%
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