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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$2.81M 43,400 +43,400 New
CS
202
Capital Square
Tennessee
$2.75M 42,424 -2,058 -5%
IWA
203
Inspirion Wealth Advisors
Illinois
$2.63M 39,910 -12,240 -23%
PS
204
Pensionfund Sabic
Netherlands
$2.61M 40,304 +2,000 +5%
Skandinaviska Enskilda Banken (SEB)
205
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.58M 39,845 +507 +1%
Teacher Retirement System of Texas
206
Teacher Retirement System of Texas
Texas
$2.52M 38,831 -43,886 -53%
SFS
207
Sowell Financial Services
Arkansas
$2.52M 38,333 +4,424 +13%
VOYA Investment Management
208
VOYA Investment Management
Georgia
$2.5M 38,578 -99,979 -72%
VA
209
Vident Advisory
Georgia
$2.48M 38,238 -237 -0.6%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$2.46M 37,999 +2,104 +6%
Neuberger Berman Group
211
Neuberger Berman Group
New York
$2.39M 36,819 -34,367 -48%
OAM
212
Ostrum Asset Management
France
$2.38M 36,693 +8,563 +30%
URS
213
Utah Retirement Systems
Utah
$2.38M 36,676 +200 +0.5%
SSG
214
Summit Securities Group
New York
$2.36M 36,398 +32,298 +788%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$2.27M 34,586 -936,410 -96%
US Bancorp
216
US Bancorp
Minnesota
$2.27M 34,959 +1,586 +5%
GCA
217
Gradient Capital Advisors
California
$2.22M 34,180 +199 +0.6%
Axa
218
Axa
France
$2.18M 33,707 +2,632 +8%
WCG
219
Weaver Consulting Group
California
$2.18M 33,643 -1,304 -4%
HAS
220
HBW Advisory Services
California
$2.16M 33,383 -310 -0.9%
MFS
221
Mirabella Financial Services
United Kingdom
$2.16M 33,276 +33,276 New
TRCT
222
Tower Research Capital (TRC)
New York
$2.15M 33,168 +16,052 +94%
IAG
223
Investmark Advisory Group
Connecticut
$2.12M 32,747 -275 -0.8%
TD Asset Management
224
TD Asset Management
Ontario, Canada
$2.12M 32,695 +4,082 +14%
Wealthfront Advisers
225
Wealthfront Advisers
California
$2.1M 32,409 -1,776 -5%
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