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W.P. Carey
WPC

Overview Fund Activity

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M

Top Buyers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$76.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
ORIO
3
Old Republic International (ORI)
Illinois
$39M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$30.3M
5
State Street
5
State Street
Massachusetts
$554M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.81M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$238K
3
BlackRock
3
BlackRock
New York
$1B
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.34M
5
FP
5
Foundry Partners
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.88B 25,150,274 +355,673 +1%
BlackRock
2
BlackRock
New York
$1B 13,410,225 -344,770 -3%
State Street
3
State Street
Massachusetts
$554M 7,324,291 +380,117 +5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$351M 4,702,498 +763,643 +19%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$223M 2,991,742 +146,530 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$187M 2,507,071 +35,276 +1%
Legal & General Group
7
Legal & General Group
United Kingdom
$150M 2,003,958 +65,629 +3%
AAMU
8
APG Asset Management US
New York
$134M 1,789,800 +379,800 +27%
Norges Bank
9
Norges Bank
Norway
$131M 1,756,608 +5,998 +0.3%
Northern Trust
10
Northern Trust
Illinois
$123M 1,647,793 -202,866 -11%
UBS Group
11
UBS Group
Switzerland
$123M 1,642,912 -49,984 -3%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$112M 1,499,813 -50,229 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$99.1M 1,327,867 -13,476 -1%
UBS AM
14
UBS AM
Illinois
$97M 1,299,521 -59,047 -4%
Charles Schwab
15
Charles Schwab
California
$93.7M 1,255,680 +25,904 +2%
Morgan Stanley
16
Morgan Stanley
New York
$83.9M 1,124,027 +203,575 +22%
RGREA
17
Ranger Global Real Estate Advisors
Colorado
$76.4M 1,024,161 +1,024,161 New
BC
18
Brookfield Corp
Ontario, Canada
$71.6M 959,681 +362,105 +61%
EIP
19
Epoch Investment Partners
New York
$62.5M 837,845 -118,685 -12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$57.9M 775,607 +25,090 +3%
Brown Advisory
21
Brown Advisory
Maryland
$56.5M 756,784 +2,213 +0.3%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$54.2M 726,143 -57,417 -7%
Swiss National Bank
23
Swiss National Bank
Switzerland
$53.4M 715,594 +41,047 +6%
PS
24
Presima Securities
Quebec, Canada
$51.2M 686,100 +121,600 +22%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$48.1M 644,823 +172,676 +37%
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