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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OTPPB
176
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.07M 56,396 +36,824 +188%
SEI Investments
177
SEI Investments
Pennsylvania
$3.06M 56,085 +8,197 +17%
PAG
178
Private Advisor Group
New Jersey
$3M 55,127 -2,412 -4%
GCWM
179
Graham Capital Wealth Management
District of Columbia
$2.89M 53,058 +2,132 +4%
AOWM
180
Alpha Omega Wealth Management
Virginia
$2.88M 52,952 +37,435 +241%
Nomura Holdings
181
Nomura Holdings
Japan
$2.88M 52,806 +52,806 New
GAM
182
Generali Asset Management
Italy
$2.87M 52,635 +52,635 New
Axa
183
Axa
France
$2.86M 52,522 +2,116 +4%
PS
184
Pensionfund Sabic
Netherlands
$2.85M 52,304 +8,000 +18%
SOMRS
185
State of Michigan Retirement System
Michigan
$2.82M 51,800 -200 -0.4%
PDN
186
Pensionfund DSM Netherlands
Netherlands
$2.8M 51,300 -7,000 -12%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$2.78M 51,003 +35,761 +235%
RBC
188
Romano Brothers & Co
Illinois
$2.77M 50,845 -175 -0.3%
AQR Capital Management
189
AQR Capital Management
Connecticut
$2.75M 50,909 +28,796 +130%
QCM
190
Quantinno Capital Management
New York
$2.74M 50,382 +27,498 +120%
SFI
191
Susquehanna Fundamental Investments
Pennsylvania
$2.74M 50,329 +50,329 New
NIWA
192
New Insight Wealth Advisors
California
$2.72M 50,018 -3,468 -6%
Fuller & Thaler Asset Management
193
Fuller & Thaler Asset Management
California
$2.72M 49,997 +2,382 +5%
HAG
194
HighPoint Advisor Group
Illinois
$2.7M 48,070 +53 +0.1%
CAM
195
Cozad Asset Management
Illinois
$2.67M 49,013 -8,914 -15%
CS
196
Capital Square
Tennessee
$2.67M 48,289 -2,710 -5%
USCWA
197
U.S. Capital Wealth Advisors
Texas
$2.67M 48,944 +48,944 New
CCM
198
Coldstream Capital Management
Washington
$2.66M 48,758 +1,626 +3%
BLC
199
Brown, Lisle/Cummings
Rhode Island
$2.65M 48,641 +1,535 +3%
NMIMC
200
Northwestern Mutual Investment Management Company
Wisconsin
$2.65M 48,638 +84 +0.2%
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