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W.P. Carey

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B 27,812,066 +477,453 +2%
BlackRock
2
BlackRock
New York
$1.18B 14,283,993 +444,494 +3%
State Street
3
State Street
Massachusetts
$787M 9,382,648 -190,141 -2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$563M 6,799,295 +1,868,954 +38%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$264M 3,184,932 +25,042 +0.8%
Capital World Investors
6
Capital World Investors
California
$263M 3,171,559 +3,171,559 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$213M 2,571,202 +24,610 +1%
Legal & General Group
8
Legal & General Group
United Kingdom
$212M 2,557,470 +460,939 +22%
Charles Schwab
9
Charles Schwab
California
$159M 1,922,330 +6,627 +0.3%
Northern Trust
10
Northern Trust
Illinois
$156M 1,878,900 +374,341 +25%
Deutsche Bank
11
Deutsche Bank
Germany
$155M 1,868,285 +1,530,147 +453%
Norges Bank
12
Norges Bank
Norway
$150M 1,808,241 -66,169 -4%
Morgan Stanley
13
Morgan Stanley
New York
$146M 1,765,476 +309,096 +21%
UBS Group
14
UBS Group
Switzerland
$134M 1,621,663 +26,559 +2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$133M 1,609,035 +46,333 +3%
UBS AM
16
UBS AM
Illinois
$128M 1,541,762 +107,293 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$118M 1,423,854 +20,635 +1%
Ameriprise
18
Ameriprise
Minnesota
$113M 1,352,833 +27,496 +2%
RC
19
Resolution Capital
Australia
$101M 1,224,521 +1,224,521 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$96.9M 1,169,819 +56,468 +5%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$95.2M 1,149,328 +1,126,664 +4,971%
EIP
22
Epoch Investment Partners
New York
$89.6M 1,080,857 -110,887 -9%
AAMU
23
APG Asset Management US
New York
$85.4M 1,024,290 -268,704 -21%
Brown Advisory
24
Brown Advisory
Maryland
$76.2M 919,350 +5,021 +0.5%
Swiss National Bank
25
Swiss National Bank
Switzerland
$68.5M 826,794 +20,000 +2%