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W.P. Carey
WPC

Overview Fund Activity

792 hedge funds and large institutions have $9.34B invested in W.P. Carey in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 379 increasing their positions, 205 reducing their positions, and 86 closing their positions.

Holders
792
Holders Change
-13
Holders Change %
-1.61%
% of All Funds
13.7%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
82
Increased
379
Reduced
205
Closed
86
Calls
$73.5M
Puts
$39.9M
Net Calls
+$33.5M
Net Calls Change
-$65.8M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$85M
2
American Century Companies
2
American Century Companies
Missouri
$61.9M
3
VRS
3
Virginia Retirement Systems
Virginia
$49.4M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$137M
5
Deutsche Bank
5
Deutsche Bank
Germany
$161M

Top Sellers

1
ORIO
1
Old Republic International (ORI)
Illinois
$0
2
PS
2
Presima Securities
Quebec, Canada
$3.13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$579K
4
Goldman Sachs
4
Goldman Sachs
New York
$44.1M
5
AAMU
5
APG Asset Management US
New York
$62.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.96B 28,116,658 +304,592 +1%
BlackRock
2
BlackRock
New York
$995M 14,248,862 -35,131 -0.2%
State Street
3
State Street
Massachusetts
$672M 9,492,144 +109,496 +1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$505M 7,232,487 +433,192 +6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$234M 3,353,330 +168,398 +5%
Capital World Investors
6
Capital World Investors
California
$221M 3,172,398 +839 +0%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$179M 2,559,415 -11,787 -0.5%
Legal & General Group
8
Legal & General Group
United Kingdom
$170M 2,434,461 -123,009 -5%
Deutsche Bank
9
Deutsche Bank
Germany
$161M 2,305,517 +437,232 +23%
Charles Schwab
10
Charles Schwab
California
$148M 2,116,233 +193,903 +10%
Northern Trust
11
Northern Trust
Illinois
$139M 1,986,068 +107,168 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$137M 1,960,968 +537,114 +38%
Norges Bank
13
Norges Bank
Norway
$136M 1,946,787 +138,546 +8%
Morgan Stanley
14
Morgan Stanley
New York
$129M 1,841,378 +75,902 +4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$119M 1,699,801 +90,766 +6%
UBS Group
16
UBS Group
Switzerland
$106M 1,522,180 -99,483 -6%
UBS AM
17
UBS AM
Illinois
$105M 1,501,510 -40,252 -3%
Ameriprise
18
Ameriprise
Minnesota
$104M 1,503,515 +150,682 +11%
RC
19
Resolution Capital
Australia
$100M 1,434,637 +210,116 +17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$93.9M 1,345,266 +175,447 +15%
PI
21
PGGM Investments
Netherlands
$85M 1,218,463 +1,218,463 New
Wellington Management Group
22
Wellington Management Group
Massachusetts
$80.5M 1,152,928 +3,600 +0.3%
EIP
23
Epoch Investment Partners
New York
$73.3M 1,050,238 -30,619 -3%
AAMU
24
APG Asset Management US
New York
$62.7M 897,761 -126,529 -12%
American Century Companies
25
American Century Companies
Missouri
$61.9M 886,253 +870,683 +5,592%
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