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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
201
Baird Financial Group
Wisconsin
$2.74M 33,867 +1,369 +4%
Skandinaviska Enskilda Banken (SEB)
202
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.73M 33,770 -1,047 -3%
URS
203
Utah Retirement Systems
Utah
$2.72M 33,676 +400 +1%
B
204
Bensler
Washington
$2.71M 33,516 -169 -0.5%
GWM
205
Geneos Wealth Management
Colorado
$2.7M 33,493 -272,805 -89%
MHS
206
M Holdings Securities
Oregon
$2.68M 33,150 +33,150 New
SIA
207
SeaBridge Investment Advisors
New Jersey
$2.67M 33,078 -816 -2%
SMDAM
208
Sumitomo Mitsui DS Asset Management
Japan
$2.64M 32,594 +2,475 +8%
AQR Capital Management
209
AQR Capital Management
Connecticut
$2.6M 32,201 +8,596 +36%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$2.6M 32,158 +3,115 +11%
US Bancorp
211
US Bancorp
Minnesota
$2.53M 31,344 +2,601 +9%
Fuller & Thaler Asset Management
212
Fuller & Thaler Asset Management
California
$2.49M 30,855 +3,700 +14%
CA
213
Capitolis Advisors
New York
$2.49M 30,832 -19,382 -39%
Squarepoint
214
Squarepoint
New York
$2.47M 30,548 -27,900 -48%
GCA
215
Gradient Capital Advisors
California
$2.46M 30,479 +344 +1%
BW
216
Bison Wealth
Georgia
$2.46M 30,417 +2,231 +8%
TA
217
TFG Advisers
Michigan
$2.44M 30,180 +953 +3%
AWM
218
AE Wealth Management
Kansas
$2.44M 30,141 +2,900 +11%
ProShare Advisors
219
ProShare Advisors
Maryland
$2.41M 29,792 -1,043 -3%
DnB Asset Management
220
DnB Asset Management
Norway
$2.39M 29,561 +2,411 +9%
II
221
IFM Investors
Australia
$2.36M 29,175 +4,054 +16%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$2.35M 29,114 +4,000 +16%
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$2.33M 28,757 -3,676 -11%
HA
224
Herold Advisors
New York
$2.3M 28,502 +83 +0.3%
IAG
225
Investmark Advisory Group
Connecticut
$2.16M 26,763 +1,795 +7%
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