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W.P. Carey

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.83%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.05B 30,315,317 -124,056 -0.4%
BlackRock
2
BlackRock
New York
$1.06B 15,618,194 +244,527 +2%
State Street
3
State Street
Massachusetts
$692M 10,087,435 -140,977 -1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$419M 6,203,300 -355,310 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$229M 3,387,296 +127,177 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$197M 2,914,341 +57,089 +2%
Legal & General Group
7
Legal & General Group
United Kingdom
$189M 2,798,601 +21,733 +0.8%
Norges Bank
8
Norges Bank
Norway
$159M 2,348,155 +39,130 +2%
Charles Schwab
9
Charles Schwab
California
$157M 2,324,074 +45,354 +2%
UBS AM
10
UBS AM
Illinois
$134M 1,730,094
PI
11
PGGM Investments
Netherlands
$133M 1,966,314 +156,616 +9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$132M 1,950,720 +24,693 +1%
Morgan Stanley
13
Morgan Stanley
New York
$126M 1,866,119 -120,624 -6%
Ameriprise
14
Ameriprise
Minnesota
$120M 1,784,636 +40,504 +2%
Northern Trust
15
Northern Trust
Illinois
$119M 1,762,346 -120,687 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$113M 1,671,854 -162,393 -9%
UBS Group
17
UBS Group
Switzerland
$105M 1,558,033 +193,718 +14%
Cohen & Steers
18
Cohen & Steers
New York
$100M 1,479,918 +1,479,918 New
Deutsche Bank
19
Deutsche Bank
Germany
$85.7M 1,268,772 -1,199,300 -49%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$75M 1,110,019 -7,813 -0.7%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$73.9M 1,094,466 +1,014,863 +1,275%
American Century Companies
22
American Century Companies
Missouri
$72.1M 1,066,650 +106,563 +11%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$64.8M 959,038 -21,683 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$63.2M 935,318 +842,383 +906%
EIP
25
Epoch Investment Partners
New York
$60.9M 900,822 -37,110 -4%