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W.P. Carey
WPC

Overview Fund Activity

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$508M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$41.1M
4
BlackRock
4
BlackRock
New York
$1.19B
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$23.3M

Top Sellers

1
RC
1
Resolution Capital
Australia
$31.8M
2
ZIM
2
Zacks Investment Management
Illinois
$43.3M
3
Capital World Investors
3
Capital World Investors
California
$202M
4
Barclays
4
Barclays
United Kingdom
$31.6M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B 30,439,373 +1,130,158 +4%
BlackRock
2
BlackRock
New York
$1.19B 15,373,667 +368,425 +2%
State Street
3
State Street
Massachusetts
$803M 10,228,412 +208,561 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$508M 6,558,610 +2,068,458 +46%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$252M 3,260,119 -219,373 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$221M 2,857,252 +104,372 +4%
Legal & General Group
7
Legal & General Group
United Kingdom
$215M 2,776,868 +221,575 +9%
Capital World Investors
8
Capital World Investors
California
$202M 2,601,691 -570,074 -18%
Deutsche Bank
9
Deutsche Bank
Germany
$191M 2,468,072 -197,338 -7%
Norges Bank
10
Norges Bank
Norway
$179M 2,309,025 +77,347 +3%
Charles Schwab
11
Charles Schwab
California
$176M 2,278,720 +47,762 +2%
Morgan Stanley
12
Morgan Stanley
New York
$154M 1,986,743 -31,436 -2%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$149M 1,926,027 -20,096 -1%
Northern Trust
14
Northern Trust
Illinois
$146M 1,883,033 +4,179 +0.2%
PI
15
PGGM Investments
Netherlands
$140M 1,809,698 +36,522 +2%
Ameriprise
16
Ameriprise
Minnesota
$135M 1,744,132 +10,157 +0.6%
UBS AM
17
UBS AM
Illinois
$134M 1,730,094 +44,201 +3%
UBS Group
18
UBS Group
Switzerland
$106M 1,364,315 -117,574 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$86.6M 1,117,832 -23,341 -2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$76M 980,721 -15,207 -2%
American Century Companies
21
American Century Companies
Missouri
$74.4M 960,087 +6,130 +0.6%
EIP
22
Epoch Investment Partners
New York
$72.6M 937,932 -115,409 -11%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$72.4M 935,076 -77,176 -8%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$70.2M 906,602 -77,678 -8%
Swiss National Bank
25
Swiss National Bank
Switzerland
$63.9M 825,651 +41,600 +5%
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