We are live on ! Find out more
WPC icon

W.P. Carey

697 hedge funds and large institutions have $8.09B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 284 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 39

47% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 193

12% more capital invested

Capital invested by funds: $7.25B → $8.09B (+$840M)

7% more funds holding

Funds holding: 652697 (+45)

2.06% more ownership

Funds ownership: 59.6%61.66% (+2.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $113M

Holders
697
Holders Change
+45
Holders Change %
+6.9%
% of All Funds
12.13%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
284
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$2.42M +$281K +3,844 +13%
Robeco Institutional Asset Management
202
Robeco Institutional Asset Management
Netherlands
$2.37M -$1.05M -14,301 -31%
AQR Capital Management
203
AQR Capital Management
Connecticut
$2.31M +$1.08M +14,764 +88%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$2.26M +$639K +8,727 +39%
BRWA
205
B. Riley Wealth Advisors
Florida
$2.23M +$239K +3,266 +12%
GCA
206
Gradient Capital Advisors
California
$2.18M +$176K +2,404 +9%
BPA
207
Beacon Pointe Advisors
California
$2.18M +$461K +6,294 +27%
VOYA Investment Management
208
VOYA Investment Management
Georgia
$2.14M +$265K +3,627 +14%
VFG
209
V2 Financial group
Illinois
$2.14M -$26.1K -356 -1%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$2.12M +$74K +1,011 +4%
UCFA
211
United Capital Financial Advisors
Texas
$2.11M -$123K -1,682 -5%
AF
212
Advisornet Financial
Minnesota
$2.11M +$206K +2,820 +11%
XF
213
XML Financial
Maryland
$2.1M +$115K +1,566 +6%
BW
214
Bison Wealth
Georgia
$2.07M +$164K +2,238 +9%
US Bancorp
215
US Bancorp
Minnesota
$2.07M -$4.68K -64 -0.2%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$2.07M +$877K +11,975 +73%
TA
217
TFG Advisers
Michigan
$2.05M +$45.1K +616 +2%
LCM
218
Laurion Capital Management
New York
$2.04M +$2.05M +27,959 New
WA
219
Wealthstar Advisors
Texas
$2M +$2M +27,365 New
DnB Asset Management
220
DnB Asset Management
Norway
$2M -$82.6K -1,128 -4%
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$1.99M -$925K -12,638 -32%
ProShare Advisors
222
ProShare Advisors
Maryland
$1.98M +$151K +2,065 +8%
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$1.97M -$1.19M -16,285 -38%
Wellington Management Group
224
Wellington Management Group
Massachusetts
$1.95M +$318K +4,350 +20%
II
225
IFM Investors
Australia
$1.91M +$559K +7,638 +41%

WPC Hedge Fund Activity: Q2 2021 in Review

697 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in W.P. Carey (WPC) for Q2 2021, worth a combined $8.09B — up 12% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WPC positions and 39 closed out — a net gain of 51 holders — while 284 added to existing stakes and 193 trimmed.

The largest buyer was Ranger Global Real Estate Advisors, opening a new position worth an estimated $76.5M. The largest seller was Renaissance Technologies, cutting an estimated $32.2M.

  • 697 institutional investors held W.P. Carey (WPC) as of Q2 2021, up from 652 in Q1 2021.
  • Funds reported $8.09B of W.P. Carey stock for Q2 2021, up 12% quarter-over-quarter.
  • 90 funds opened new W.P. Carey positions in Q2 2021 and 39 closed out, a net change of +51 holders.
  • The largest W.P. Carey buyer in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $76.5M added.
  • The largest W.P. Carey seller in Q2 2021 was Renaissance Technologies, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2021.