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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
1
Resolution Capital
Australia
$31.8M
2
ZIM
2
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
3
Capital World Investors
California
$202M
4
Barclays
4
Barclays
United Kingdom
$31.6M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AM
201
AGF Management
Ontario, Canada
$3.24M 42,772 -1,995 -4%
PS
202
Presima Securities
Quebec, Canada
$3.22M 42,423 +358 +0.9%
Mirae Asset Global Investments
203
Mirae Asset Global Investments
South Korea
$3.18M 41,867 -160,962 -79%
TWM
204
TriaGen Wealth Management
California
$3.12M 41,079 -2,107 -5%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$3.11M 41,038 -3,421 -8%
BG
206
Bahl & Gaynor
Ohio
$3.11M 40,987 – –
DLCIG
207
D.L. Carlson Investment Group
New Hampshire
$2.94M 38,766 -4,242 -10%
BRWA
208
B. Riley Wealth Advisors
Florida
$2.89M 37,638 -1,517 -4%
URS
209
Utah Retirement Systems
Utah
$2.86M 37,650 +306 +0.8%
B
210
Bensler
Washington
$2.85M 37,612 +553 +1%
PDN
211
Pensionfund DSM Netherlands
Netherlands
$2.85M 37,573 – –
CS
212
Capital Square
Tennessee
$2.82M 39,045 -955 -2%
HP
213
Hilltop Partners
Indiana
$2.82M 37,155 -76 -0.2%
II
214
IFM Investors
Australia
$2.8M 36,846 +1,818 +5%
GCA
215
Gradient Capital Advisors
California
$2.77M 36,534 +1,536 +4%
Skandinaviska Enskilda Banken (SEB)
216
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.76M 36,381 +1,597 +5%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$2.74M 36,142 -46 -0.1%
Holocene Advisors
218
Holocene Advisors
New York
$2.74M 36,086 +10,076 +39%
TA
219
TFG Advisers
Michigan
$2.67M 35,195 +562 +2%
CNFG
220
Creegan & Nassoura Financial Group
New Hampshire
$2.66M 35,087 – –
WCG
221
Weaver Consulting Group
California
$2.64M 34,739 -563 -2%
P
222
Paradiem
Louisiana
$2.63M 34,608 – –
VIA
223
Vident Investment Advisory
Georgia
$2.54M 33,432 +3,236 +11%
PS
224
Pensionfund Sabic
Netherlands
$2.53M 33,391 -1,531 -4%
IAG
225
Investmark Advisory Group
Connecticut
$2.46M 32,384 +2,074 +7%
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