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W.P. Carey
WPC

Overview Fund Activity

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M

Top Buyers

1
EIC
1
Equity Investment Corp
Georgia
$59.8M
2
RIM
2
Rush Island Management
New York
$69.7M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$242M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$84.9M
5
BlackRock
5
BlackRock
New York
$1.51B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$382M
2
Morgan Stanley
2
Morgan Stanley
New York
$101M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$133M
4
LPC
4
Long Pond Capital
New York
$0
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFM
201
Boothbay Fund Management
New York
$1.96M 34,733 +34,733 New
DnB Asset Management
202
DnB Asset Management
Norway
$1.93M 34,262 -10,767 -24%
WCG
203
Weaver Consulting Group
California
$1.91M 33,921 +278 +0.8%
PFA
204
Pathway Financial Advisers
Indiana
$1.9M 33,600 +1,588 +5%
TD Asset Management
205
TD Asset Management
Ontario, Canada
$1.88M 33,242 +547 +2%
VOYA Investment Management
206
VOYA Investment Management
Georgia
$1.88M 33,230 -5,348 -14%
GCA
207
Gradient Capital Advisors
California
$1.86M 32,894 -1,286 -4%
IAG
208
Investmark Advisory Group
Connecticut
$1.85M 32,823 +76 +0.2%
EM
209
Excalibur Management
Massachusetts
$1.82M 32,325 +1,570 +5%
Swedbank
210
Swedbank
Sweden
$1.8M 31,959 -60 -0.2%
XF
211
XML Financial
Maryland
$1.8M 31,917 +31,917 New
WAM
212
Wolverine Asset Management
Illinois
$1.8M 31,836 +27,797 +688%
II
213
Inspire Investing
Idaho
$1.8M 31,827 +4,330 +16%
VA
214
Vident Advisory
Georgia
$1.75M 30,970 -7,268 -19%
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$1.75M 31,152 -3,434 -10%
M&T Bank
216
M&T Bank
New York
$1.74M 30,808 -383 -1%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$1.72M 30,457 -6,362 -17%
1832 Asset Management
218
1832 Asset Management
Ontario, Canada
$1.72M 30,434 +3,485 +13%
PS
219
Presima Securities
Quebec, Canada
$1.71M 30,286 -950 -3%
P
220
Paradiem
Louisiana
$1.68M 29,717 – –
MA
221
Mutual Advisors
Nebraska
$1.68M 29,679 +4,065 +16%
Wellington Management Group
222
Wellington Management Group
Massachusetts
$1.65M 29,205 +1,731 +6%
BG
223
Bahl & Gaynor
Ohio
$1.64M 29,123 -533 -2%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$1.62M 28,771 -9,228 -24%
TA
225
TFG Advisers
Michigan
$1.62M 28,641 -5 -0%
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9
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