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W.P. Carey
WPC

Overview Fund Activity

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
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
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M

Top Buyers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$76.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
ORIO
3
Old Republic International (ORI)
Illinois
$39M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$30.3M
5
State Street
5
State Street
Massachusetts
$554M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.81M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$238K
3
BlackRock
3
BlackRock
New York
$1B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.34M
5
FP
5
Foundry Partners
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$2.37M 31,790 -14,007 -31%
AQR Capital Management
202
AQR Capital Management
Connecticut
$2.31M 30,886 +14,460 +88%
JPMPWA
203
J.P. Morgan Private Wealth Advisors
California
$2.26M 30,287 +8,548 +39%
BRWA
204
B. Riley Wealth Advisors
Florida
$2.23M 29,915 +3,199 +12%
GCA
205
Gradient Capital Advisors
California
$2.18M 29,181 +2,354 +9%
BPA
206
Beacon Pointe Advisors
California
$2.18M 29,175 +6,164 +27%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$2.14M 28,640 +3,553 +14%
VFG
208
V2 Financial group
Illinois
$2.14M 28,638 -348 -1%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$2.12M 28,412 +990 +4%
UCFA
210
United Capital Financial Advisors
Texas
$2.11M 28,319 -1,648 -5%
AF
211
Advisornet Financial
Minnesota
$2.11M 28,252 +2,762 +11%
XF
212
XML Financial
Maryland
$2.11M 28,207 +1,534 +6%
BW
213
Bison Wealth
Georgia
$2.07M 27,798 +2,192 +9%
US Bancorp
214
US Bancorp
Minnesota
$2.07M 27,756 -63 -0.2%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$2.07M 27,729 +11,729 +73%
TA
216
TFG Advisers
Michigan
$2.05M 27,500 +603 +2%
LCM
217
Laurion Capital Management
New York
$2.04M 27,384 +27,384 New
WA
218
Wealthstar Advisors
Texas
$2M 26,802 +26,802 New
DnB Asset Management
219
DnB Asset Management
Norway
$2M 26,842 -1,105 -4%
DekaBank Deutsche Girozentrale
220
DekaBank Deutsche Girozentrale
Germany
$1.99M 26,589 -12,378 -32%
ProShare Advisors
221
ProShare Advisors
Maryland
$1.98M 26,495 +2,023 +8%
Teacher Retirement System of Texas
222
Teacher Retirement System of Texas
Texas
$1.97M 26,381 -15,950 -38%
Wellington Management Group
223
Wellington Management Group
Massachusetts
$1.95M 26,098 +4,261 +20%
II
224
IFM Investors
Australia
$1.91M 25,618 +7,481 +41%
ABC
225
Associated Banc-Corp
Wisconsin
$1.85M 24,800 -2,000 -7%
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9
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