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W.P. Carey
WPC

Overview Fund Activity

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.34%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.71B
2
Cohen & Steers
2
Cohen & Steers
New York
$732M
3
State Street
3
State Street
Massachusetts
$848M
4
Morgan Stanley
4
Morgan Stanley
New York
$246M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$166M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$260M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.27M
3
Ameriprise
3
Ameriprise
Minnesota
$52.3M
4
American Century Companies
4
American Century Companies
Missouri
$48.6M
5
SSA
5
Schonfeld Strategic Advisors
New York
$10.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B 30,784,040 +657,188 +2%
BlackRock
2
BlackRock
New York
$1.71B 26,442,819 +10,637,187 +67%
State Street
3
State Street
Massachusetts
$848M 12,915,645 +2,765,100 +27%
Cohen & Steers
4
Cohen & Steers
New York
$732M 11,290,841 +5,407,289 +92%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$260M 4,015,400 -1,335,035 -25%
Morgan Stanley
6
Morgan Stanley
New York
$246M 3,792,386 +1,823,675 +93%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$243M 3,758,794 +285,249 +8%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$236M 3,640,966 +1,124,010 +45%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$197M 3,038,074 +43,959 +1%
Legal & General Group
10
Legal & General Group
United Kingdom
$192M 2,966,246 +130,590 +5%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$170M 2,623,549 +338,194 +15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$166M 2,558,042 +1,467,712 +135%
Charles Schwab
13
Charles Schwab
California
$158M 2,436,469 +99,413 +4%
Norges Bank
14
Norges Bank
Norway
$157M 2,424,115 +58,840 +2%
PI
15
PGGM Investments
Netherlands
$137M 2,108,108 -855 -0%
Northern Trust
16
Northern Trust
Illinois
$129M 1,986,706 +281,613 +17%
UBS AM
17
UBS AM
Illinois
$125M 1,931,292 +88,340 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$92.5M 1,427,329 -121,616 -8%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$75.5M 1,164,290 +51,682 +5%
UBS Group
20
UBS Group
Switzerland
$73M 1,126,568 -356,376 -24%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$66M 1,018,853 -281,312 -22%
LPC
22
Long Pond Capital
New York
$62.7M 967,987 +967,987 New
Ameriprise
23
Ameriprise
Minnesota
$52.3M 806,339 -755,168 -48%
Principal Financial Group
24
Principal Financial Group
Iowa
$52M 802,426 +785,766 +4,716%
AAMU
25
APG Asset Management US
New York
$51.3M 791,037 +95,933 +14%
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