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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
BlackRock
New York
$1.17B
4
PI
PGGM Investments
Netherlands
$139M
5
State Street
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M
2
CIM
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
Goldman Sachs
New York
$30.4M
5
N
Natixis
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
201
Bensler
Washington
$2.84M +$19.9K +260 +0.7%
TA
202
Tectonic Advisors
Texas
$2.8M +$649K +8,478 +30%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$2.77M -$162K -2,111 -6%
SG Americas Securities
204
SG Americas Securities
New York
$2.72M +$1.82M +23,833 +204%
WCG
205
Weaver Consulting Group
California
$2.7M -$29.3K -383 -1%
CNFG
206
Creegan & Nassoura Financial Group
New Hampshire
$2.69M – – –
II
207
IFM Investors
Australia
$2.68M +$117K +1,531 +5%
GCA
208
Gradient Capital Advisors
California
$2.68M +$22.7K +296 +0.9%
PS
209
Pensionfund Sabic
Netherlands
$2.67M – – –
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.66M -$125K -1,627 -4%
TA
211
TFG Advisers
Michigan
$2.65M +$74K +967 +3%
P
212
Paradiem
Louisiana
$2.65M – – –
MHS
213
M Holdings Securities
Oregon
$2.58M -$24.8K -324 -1%
SIA
214
SeaBridge Investment Advisors
New Jersey
$2.55M +$115K +1,506 +5%
GIBU
215
Gulf International Bank (UK)
United Kingdom
$2.54M +$19.5K +255 +0.8%
PRS
216
Pinkerton Retirement Specialists
Idaho
$2.53M -$676K -8,836 -21%
SOAMC
217
Spirit of America Management Corp
New York
$2.46M – – –
BW
218
Bison Wealth
Georgia
$2.45M -$224K -2,704 -8%
WAM
219
Weiss Asset Management
Massachusetts
$2.34M +$2.34M +30,630 New
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$2.34M -$133K -1,736 -5%
IAG
221
Investmark Advisory Group
Connecticut
$2.32M +$81.8K +1,069 +4%
VIA
222
Vident Investment Advisory
Georgia
$2.31M +$94.4K +1,233 +4%
First Trust Advisors
223
First Trust Advisors
Illinois
$2.31M -$4.27M -55,826 -65%
M&T Bank
224
M&T Bank
New York
$2.29M -$5.37K -70 -0.2%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$2.26M -$24.3M -317,756 -91%
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9
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