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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
OTPPB
201
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.17M 39,433 +39,433 New
VOYA Investment Management
202
VOYA Investment Management
Georgia
$2.16M 39,286 +6,056 +18%
Corient Private Wealth
203
Corient Private Wealth
Florida
$2.14M 38,788 -1,966 -5%
PI
204
PineBridge Investments
New York
$2.01M 36,537 +36,537 New
DnB Asset Management
205
DnB Asset Management
Norway
$2M 36,400 +2,138 +6%
IWA
206
Inspirion Wealth Advisors
Illinois
$2M 36,387 -974 -3%
SFS
207
Sowell Financial Services
Arkansas
$2M 35,720 +38 +0.1%
SA
208
Sanctuary Advisors
Indiana
$1.99M 36,167 +36,167 New
URS
209
Utah Retirement Systems
Utah
$1.96M 35,676 -1,200 -3%
X
210
Xponance
Pennsylvania
$1.9M 34,433 -2,900 -8%
WCG
211
Weaver Consulting Group
California
$1.89M 34,336 +415 +1%
OAM
212
Ostrum Asset Management
France
$1.87M 34,047 -2,646 -7%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$1.87M 33,811 +2,659 +9%
TAF
214
Tredje AP-fonden
Sweden
$1.87M 33,977 +33,977 New
CTA
215
Colonial Trust Advisors
South Carolina
$1.85M 33,621 -4,036 -11%
TD Asset Management
216
TD Asset Management
Ontario, Canada
$1.84M 33,413 +171 +0.5%
EM
217
Excalibur Management
Massachusetts
$1.83M 33,255 +930 +3%
PFA
218
Pathway Financial Advisers
Indiana
$1.83M 33,297 -303 -0.9%
IAG
219
Investmark Advisory Group
Connecticut
$1.83M 33,171 +348 +1%
XF
220
XML Financial
Maryland
$1.82M 33,133 +1,216 +4%
GCA
221
Gradient Capital Advisors
California
$1.8M 32,656 -238 -0.7%
US Bancorp
222
US Bancorp
Minnesota
$1.76M 31,980 -3,223 -9%
Swedbank
223
Swedbank
Sweden
$1.76M 31,959 – –
PS
224
Presima Securities
Quebec, Canada
$1.72M 31,200 +914 +3%
VA
225
Vident Advisory
Georgia
$1.72M 31,195 +225 +0.7%
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