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W.P. Carey
WPC

Overview Fund Activity

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M

Top Buyers

1
State Street
1
State Street
Massachusetts
$783M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.21B
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$42.5M
4
National Pension Service
4
National Pension Service
South Korea
$22.1M
5
EIP
5
Epoch Investment Partners
New York
$96.3M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
RGREA
2
Ranger Global Real Estate Advisors
Colorado
$0
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$34M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B 27,334,613 +1,016,340 +4%
BlackRock
2
BlackRock
New York
$1.12B 13,839,499 -272,600 -2%
State Street
3
State Street
Massachusetts
$783M 9,572,789 +1,400,997 +17%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$399M 4,930,341 +50,728 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$255M 3,159,890 +116,277 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$206M 2,546,592 +17,709 +0.7%
Legal & General Group
7
Legal & General Group
United Kingdom
$169M 2,096,531 +88,270 +4%
Charles Schwab
8
Charles Schwab
California
$155M 1,915,703 +97,795 +5%
Norges Bank
9
Norges Bank
Norway
$152M 1,874,410 +46,418 +3%
UBS Group
10
UBS Group
Switzerland
$129M 1,595,104 +140,864 +10%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$126M 1,562,702 +28,324 +2%
Northern Trust
12
Northern Trust
Illinois
$122M 1,504,559 -10,085 -0.7%
Morgan Stanley
13
Morgan Stanley
New York
$118M 1,456,380 +210,392 +17%
UBS AM
14
UBS AM
Illinois
$116M 1,434,469 -8,665 -0.6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$113M 1,403,219 +9,326 +0.7%
Ameriprise
16
Ameriprise
Minnesota
$107M 1,325,337 -92 -0%
AAMU
17
APG Asset Management US
New York
$105M 1,292,994 -101,806 -7%
EIP
18
Epoch Investment Partners
New York
$96.3M 1,191,744 +241,881 +25%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$90M 1,113,351 +43,783 +4%
Brown Advisory
20
Brown Advisory
Maryland
$73.9M 914,329 +137,688 +18%
Swiss National Bank
21
Swiss National Bank
Switzerland
$65.2M 806,794 +103,700 +15%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$55.8M 690,686 -10,042 -1%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$52M 631,197 -12,891 -2%
LPL Financial
24
LPL Financial
California
$51.4M 635,675 +10,579 +2%
Wells Fargo
25
Wells Fargo
California
$47.7M 589,674 +63,080 +12%
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