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W.P. Carey
WPC

Overview Fund Activity

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$263M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$563M
3
Deutsche Bank
3
Deutsche Bank
Germany
$155M
4
RC
4
Resolution Capital
Australia
$101M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$95.2M

Top Sellers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$886K
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$0
3
AAMU
3
APG Asset Management US
New York
$85.4M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$25.8M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$472K
Name Market Value Shares Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
201
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.83M 34,105 -48,895 -59%
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$2.82M 34,013 +1,855 +6%
URS
203
Utah Retirement Systems
Utah
$2.79M 33,676 – –
MHS
204
M Holdings Securities
Oregon
$2.78M 33,586 +436 +1%
Fuller & Thaler Asset Management
205
Fuller & Thaler Asset Management
California
$2.78M 33,580 +2,725 +9%
Aviva
206
Aviva
United Kingdom
$2.76M 33,325 -18,740 -36%
AQR Capital Management
207
AQR Capital Management
Connecticut
$2.75M 33,204 +1,003 +3%
SIA
208
SeaBridge Investment Advisors
New Jersey
$2.73M 33,001 -77 -0.2%
II
209
IFM Investors
Australia
$2.7M 32,607 +3,432 +12%
EAM
210
Evanson Asset Management
California
$2.69M 32,484 -6,976 -18%
TPM
211
Triasima Portfolio Management
Quebec, Canada
$2.64M 31,855 +31,855 New
GCA
212
Gradient Capital Advisors
California
$2.62M 31,599 +1,120 +4%
US Bancorp
213
US Bancorp
Minnesota
$2.6M 31,402 +58 +0.2%
Schroder Investment Management Group
214
Schroder Investment Management Group
United Kingdom
$2.6M 31,352 +10,236 +48%
CA
215
Capitolis Advisors
New York
$2.56M 30,832 – –
DnB Asset Management
216
DnB Asset Management
Norway
$2.55M 30,812 +1,251 +4%
BW
217
Bison Wealth
Georgia
$2.55M 30,777 +360 +1%
TA
218
TFG Advisers
Michigan
$2.55M 30,741 +561 +2%
JCM
219
Jag Capital Management
Missouri
$2.44M 29,471 +11,410 +63%
Teacher Retirement System of Texas
220
Teacher Retirement System of Texas
Texas
$2.43M 29,269 -9,210 -24%
HA
221
Herold Advisors
New York
$2.36M 28,514 +12 +0%
CCM
222
Community Capital Management
Florida
$2.34M 28,200 +18,400 +188%
EM
223
Excalibur Management
Massachusetts
$2.33M 28,094 -7,752 -22%
RA
224
RFG Advisory
Alabama
$2.3M 27,205 +24,586 +939%
IAG
225
Investmark Advisory Group
Connecticut
$2.26M 27,329 +566 +2%
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