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W.P. Carey
WPC

Overview Fund Activity

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.61B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.29B
3
BlackRock
3
BlackRock
New York
$1.17B
4
PI
4
PGGM Investments
Netherlands
$139M
5
State Street
5
State Street
Massachusetts
$794M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$351M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$17.7M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$2.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$30.4M
5
N
5
Natixis
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B 29,309,215 +1,192,557 +4%
AWA
2
Arete Wealth Advisors
Illinois
$1.61B 20,566 +5,361 +35%
BlackRock
3
BlackRock
New York
$1.17B 15,005,242 +756,380 +5%
State Street
4
State Street
Massachusetts
$794M 10,019,851 +527,707 +6%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$351M 4,490,152 -2,742,335 -38%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$272M 3,479,492 +126,162 +4%
Capital World Investors
7
Capital World Investors
California
$248M 3,171,765 -633 -0%
Deutsche Bank
8
Deutsche Bank
Germany
$208M 2,665,410 +359,893 +16%
Legal & General Group
9
Legal & General Group
United Kingdom
$200M 2,555,293 +120,832 +5%
Norges Bank
10
Norges Bank
Norway
$174M 2,231,678 +284,891 +15%
Charles Schwab
11
Charles Schwab
California
$174M 2,230,958 +114,725 +5%
Morgan Stanley
12
Morgan Stanley
New York
$158M 2,018,179 +176,801 +10%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$152M 1,946,123 +246,322 +14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$148M 1,890,328 -70,640 -4%
Northern Trust
15
Northern Trust
Illinois
$147M 1,878,854 -107,214 -5%
PI
16
PGGM Investments
Netherlands
$139M 1,773,176 +554,713 +46%
Ameriprise
17
Ameriprise
Minnesota
$136M 1,733,975 +230,460 +15%
UBS AM
18
UBS AM
Illinois
$132M 1,685,893 +184,383 +12%
UBS Group
19
UBS Group
Switzerland
$116M 1,481,889 -40,291 -3%
RC
20
Resolution Capital
Australia
$107M 1,375,426 -59,211 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$89.2M 1,141,173 -204,093 -15%
EIP
22
Epoch Investment Partners
New York
$82.3M 1,053,341 +3,103 +0.3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$79.1M 1,012,252 -140,676 -12%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$77.8M 995,928 +205,027 +26%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$77M 984,280 +127,562 +15%
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