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W.P. Carey
WPC

Overview Fund Activity

607 hedge funds and large institutions have $7.49B invested in W.P. Carey in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 192 increasing their positions, 233 reducing their positions, and 70 closing their positions.

Holders
607
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
12.48%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
79
Increased
192
Reduced
233
Closed
70
Calls
$33M
Puts
$51.6M
Net Calls
-$18.6M
Net Calls Change
-$22.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$326M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$362M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$127M
4
State Street
4
State Street
Massachusetts
$518M
5
Charles Schwab
5
Charles Schwab
California
$80.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$865M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.68B
3
American Century Companies
3
American Century Companies
Missouri
$8.72M
4
PI
4
PGGM Investments
Netherlands
$84.4M
5
UBS AM
5
UBS AM
Illinois
$71.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B 24,810,290 -1,002,510 -4%
BlackRock
2
BlackRock
New York
$865M 12,785,823 -2,062,064 -14%
State Street
3
State Street
Massachusetts
$518M 7,546,626 +999,155 +15%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$362M 5,355,512 +1,741,412 +48%
Cohen & Steers
5
Cohen & Steers
New York
$326M 4,822,300 +4,822,300 New
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$183M 2,711,095 +105,683 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$178M 2,626,704 +633,713 +32%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$173M 2,561,040 +28,827 +1%
CIM
9
Centersquare Investment Management
Pennsylvania
$127M 1,879,144 +1,704,248 +974%
Legal & General Group
10
Legal & General Group
United Kingdom
$123M 1,820,817 -317,013 -15%
Northern Trust
11
Northern Trust
Illinois
$117M 1,727,144 -273,171 -14%
Norges Bank
12
Norges Bank
Norway
$117M 1,723,209 +86,549 +5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$107M 1,576,198 -106,399 -6%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$97.8M 1,445,490 -5,683 -0.4%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$89.9M 1,328,312 +195,964 +17%
UBS Group
16
UBS Group
Switzerland
$89M 1,315,482 -117,323 -8%
PI
17
PGGM Investments
Netherlands
$84.4M 1,248,257 -377,777 -23%
Charles Schwab
18
Charles Schwab
California
$80.6M 1,191,807 +718,578 +152%
UBS AM
19
UBS AM
Illinois
$71.9M 1,062,339 -367,205 -26%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$67.1M 992,003 +955 +0.1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$65.3M 964,980 +165,904 +21%
Swiss National Bank
22
Swiss National Bank
Switzerland
$61.4M 907,328 -206,545 -19%
Goldman Sachs
23
Goldman Sachs
New York
$55.6M 821,924 -203,521 -20%
CS
24
Credit Suisse
Switzerland
$49.2M 726,997 +241,332 +50%
DC
25
Davenport & Co
Virginia
$48.2M 712,984 -28,576 -4%
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