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W.P. Carey

740 hedge funds and large institutions have $7.58B invested in W.P. Carey in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 280 reducing their positions, and 119 closing their positions.

Holders
740
Holders Change
-73
Holders Change %
-8.98%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
282
Reduced
280
Closed
119
Calls
$185M
Puts
$58.3M
Net Calls
+$127M
Net Calls Change
-$32.6M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B 30,126,852 -188,465 -0.6%
BlackRock
2
BlackRock
New York
$855M 15,805,632 +187,438 +1%
State Street
3
State Street
Massachusetts
$559M 10,150,545 +63,110 +0.6%
Cohen & Steers
4
Cohen & Steers
New York
$318M 5,883,552 +4,403,634 +298%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$289M 5,350,435 -852,865 -14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$188M 3,473,545 +86,249 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$162M 2,994,115 +79,774 +3%
Legal & General Group
8
Legal & General Group
United Kingdom
$153M 2,835,656 +37,055 +1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$136M 2,516,956 +1,422,490 +130%
Norges Bank
10
Norges Bank
Norway
$128M 2,365,275 +17,120 +0.7%
Charles Schwab
11
Charles Schwab
California
$126M 2,337,056 +12,982 +0.6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$124M 2,285,355 +334,635 +17%
PI
13
PGGM Investments
Netherlands
$114M 2,108,963 +142,649 +7%
Morgan Stanley
14
Morgan Stanley
New York
$106M 1,968,711 +102,592 +5%
UBS AM
15
UBS AM
Illinois
$99.7M 1,842,952 +112,858 +7%
Northern Trust
16
Northern Trust
Illinois
$92.2M 1,705,093 -57,253 -3%
Ameriprise
17
Ameriprise
Minnesota
$86.7M 1,561,507 -223,129 -13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$83.8M 1,548,945 -122,909 -7%
UBS Group
19
UBS Group
Switzerland
$80.2M 1,482,944 -75,089 -5%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$70.3M 1,300,165 +786,028 +153%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$62.2M 970,996 +176,092 +22%
American Century Companies
22
American Century Companies
Missouri
$61.9M 1,144,746 +78,096 +7%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$60.2M 1,112,608 +153,570 +16%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$59M 1,090,330 -19,689 -2%
LPL Financial
25
LPL Financial
California
$41.1M 759,338 -12,464 -2%