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W.P. Carey
WPC

Overview Fund Activity

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$108M
2
BlackRock
2
BlackRock
New York
$1.16B
3
State Street
3
State Street
Massachusetts
$679M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$26.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$52.1M
3
AAMU
3
APG Asset Management US
New York
$114M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$33.3M
5
Blackstone Inc
5
Blackstone Inc
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B 26,318,273 +270,531 +1%
BlackRock
2
BlackRock
New York
$1.16B 14,112,099 +722,076 +5%
State Street
3
State Street
Massachusetts
$679M 8,171,792 +605,568 +8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$400M 4,879,613 +3,342 +0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$249M 3,043,613 +123,647 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$207M 2,528,883 -36,512 -1%
Legal & General Group
7
Legal & General Group
United Kingdom
$165M 2,008,261 -11,943 -0.6%
Norges Bank
8
Norges Bank
Norway
$150M 1,827,992 +45,028 +3%
Charles Schwab
9
Charles Schwab
California
$149M 1,817,908 +57,560 +3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$126M 1,534,378 +12,421 +0.8%
Northern Trust
11
Northern Trust
Illinois
$124M 1,514,644 -35,727 -2%
UBS Group
12
UBS Group
Switzerland
$119M 1,454,240 -59,666 -4%
UBS AM
13
UBS AM
Illinois
$118M 1,443,134 +100,949 +8%
AAMU
14
APG Asset Management US
New York
$114M 1,394,800 -358,000 -20%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$114M 1,393,893 +19,739 +1%
Ameriprise
16
Ameriprise
Minnesota
$108M 1,325,429 +763,284 +136%
Morgan Stanley
17
Morgan Stanley
New York
$102M 1,245,988 -17,331 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$87.8M 1,069,568 +304,519 +40%
EIP
19
Epoch Investment Partners
New York
$77.9M 949,863 +22,416 +2%
BC
20
Brookfield Corp
Ontario, Canada
$66.9M 815,934 -25,547 -3%
Brown Advisory
21
Brown Advisory
Maryland
$63.7M 776,641 +8,553 +1%
Goldman Sachs
22
Goldman Sachs
New York
$62.6M 762,886 -17,370 -2%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$61.7M 751,640 +141,555 +23%
Swiss National Bank
24
Swiss National Bank
Switzerland
$57.7M 703,094 -500 -0.1%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$57.5M 700,728 -10,355 -1%
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