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W.P. Carey
WPC

Overview Fund Activity

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M

Top Buyers

1
AAMU
1
APG Asset Management US
New York
$99.8M
2
EIP
2
Epoch Investment Partners
New York
$67.7M
3
BC
3
Brookfield Corp
Ontario, Canada
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.75B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$34.1M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$4.27M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$279M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$110M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B 24,794,601 +560,056 +2%
BlackRock
2
BlackRock
New York
$973M 13,754,995 +37,079 +0.3%
State Street
3
State Street
Massachusetts
$499M 6,944,174 -181,662 -3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$279M 3,938,855 -1,824,092 -32%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$201M 2,845,212 +311,098 +12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$175M 2,471,795 -11,991 -0.5%
Legal & General Group
7
Legal & General Group
United Kingdom
$137M 1,938,329 +3,904 +0.2%
Northern Trust
8
Northern Trust
Illinois
$131M 1,850,659 +7,620 +0.4%
Norges Bank
9
Norges Bank
Norway
$124M 1,750,610 +12,518 +0.7%
UBS Group
10
UBS Group
Switzerland
$120M 1,692,896 -6,486 -0.4%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$110M 1,550,042 -1,014,491 -40%
AAMU
12
APG Asset Management US
New York
$99.8M 1,410,000 +1,410,000 New
UBS AM
13
UBS AM
Illinois
$96.1M 1,358,568 +15,635 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$94.9M 1,341,343 -62,020 -4%
Charles Schwab
15
Charles Schwab
California
$87M 1,229,776 +44,716 +4%
EIP
16
Epoch Investment Partners
New York
$67.7M 956,530 +956,530 New
Morgan Stanley
17
Morgan Stanley
New York
$65.1M 920,452 +225,327 +32%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$55.4M 783,560 -33,130 -4%
Brown Advisory
19
Brown Advisory
Maryland
$53.4M 754,571 -641 -0.1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$53.1M 750,517 +16,079 +2%
Swiss National Bank
21
Swiss National Bank
Switzerland
$47.7M 674,547 +18,600 +3%
Bank of America
22
Bank of America
North Carolina
$43.3M 612,392 +49,422 +9%
BC
23
Brookfield Corp
Ontario, Canada
$42.3M 597,576 +597,576 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$42.2M 596,249 +242,174 +68%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$42.1M 594,465 +232,103 +64%
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