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W.P. Carey
WPC

Overview Fund Activity

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B
2
Charles Schwab
2
Charles Schwab
California
$129M
3
Blackstone Inc
3
Blackstone Inc
New York
$21M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$21.1M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$48.8M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.38M
2
GCM
2
Ghisallo Capital Management
Massachusetts
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$24.7M
4
HF
4
HRT Financial
New York
$0
5
PS
5
Presima Securities
Quebec, Canada
$35.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B 26,047,742 +897,468 +4%
BlackRock
2
BlackRock
New York
$978M 13,390,023 -20,202 -0.2%
State Street
3
State Street
Massachusetts
$560M 7,566,224 +241,933 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$356M 4,876,271 +173,773 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$213M 2,919,966 -71,776 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$187M 2,565,395 +58,324 +2%
Legal & General Group
7
Legal & General Group
United Kingdom
$148M 2,020,204 +16,246 +0.8%
Norges Bank
8
Norges Bank
Norway
$130M 1,782,964 +26,356 +2%
AAMU
9
APG Asset Management US
New York
$130M 1,752,800 -37,000 -2%
Charles Schwab
10
Charles Schwab
California
$129M 1,760,348 +504,668 +40%
Northern Trust
11
Northern Trust
Illinois
$113M 1,550,371 -97,422 -6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$111M 1,521,957 +22,144 +1%
UBS Group
13
UBS Group
Switzerland
$111M 1,513,906 -129,006 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$100M 1,374,154 +46,287 +3%
UBS AM
15
UBS AM
Illinois
$98M 1,342,185 +42,664 +3%
Morgan Stanley
16
Morgan Stanley
New York
$92.3M 1,263,319 +139,292 +12%
RGREA
17
Ranger Global Real Estate Advisors
Colorado
$79.5M 1,089,114 +64,953 +6%
EIP
18
Epoch Investment Partners
New York
$67.7M 927,447 +89,602 +11%
BC
19
Brookfield Corp
Ontario, Canada
$61.5M 841,481 -118,200 -12%
Goldman Sachs
20
Goldman Sachs
New York
$57M 780,256 +141,616 +22%
Brown Advisory
21
Brown Advisory
Maryland
$56.1M 768,088 +11,304 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$55.9M 765,049 -10,558 -1%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$51.9M 711,083 -15,060 -2%
Swiss National Bank
24
Swiss National Bank
Switzerland
$51.4M 703,594 -12,000 -2%
WMSA
25
Weiss Multi-Strategy Advisers
New York
$48.8M 668,798 +263,244 +65%
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