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W.P. Carey
WPC

Overview Fund Activity

776 hedge funds and large institutions have $8.16B invested in W.P. Carey in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 61 closing their positions.

Holders
776
Holders Change
+9
Holders Change %
+1.17%
% of All Funds
11.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
83
Increased
264
Reduced
301
Closed
61
Calls
$62.6M
Puts
$40.9M
Net Calls
+$21.7M
Net Calls Change
-$20.7M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$178M
2
WCP
2
Waterfront Capital Partners
New York
$25.5M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$37.6M
4
EIC
4
Equity Investment Corp
Georgia
$81M
5
PI
5
PGGM Investments
Netherlands
$138M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$172M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$68.8M
3
UBS AM
3
UBS AM
Illinois
$14.9M
4
RIM
4
Rush Island Management
New York
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$75.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B 30,779,355 -191,707 -0.6%
BlackRock
2
BlackRock
New York
$1.47B 26,789,725 -44,310 -0.2%
State Street
3
State Street
Massachusetts
$674M 12,054,004 -20,586 -0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$244M 4,446,461 +147,888 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$178M 3,240,705 +588,636 +22%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$174M 3,152,879 +204,064 +7%
Cohen & Steers
7
Cohen & Steers
New York
$172M 3,120,565 -3,639,571 -54%
Legal & General Group
8
Legal & General Group
United Kingdom
$142M 2,581,385 -405,219 -14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$139M 2,524,490 +7,549 +0.3%
Norges Bank
10
Norges Bank
Norway
$139M 2,524,080 -103,557 -4%
PI
11
PGGM Investments
Netherlands
$138M 2,498,975 +389,853 +18%
Charles Schwab
12
Charles Schwab
California
$137M 2,495,471 +3,885 +0.2%
Northern Trust
13
Northern Trust
Illinois
$109M 1,974,499 +231,111 +13%
Morgan Stanley
14
Morgan Stanley
New York
$106M 1,930,225 +148,034 +8%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$91.8M 1,668,237 +164,100 +11%
EIC
16
Equity Investment Corp
Georgia
$81M 1,472,017 +412,450 +39%
UBS Group
17
UBS Group
Switzerland
$76.5M 1,389,527 -19,499 -1%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$75.4M 1,369,514 -993,753 -42%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$68.8M 1,249,819 -1,982,306 -61%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$67.2M 1,220,175 -99,325 -8%
Invesco
21
Invesco
Georgia
$58.4M 1,061,452 +300,031 +39%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$57.7M 1,047,629 -105,731 -9%
Bank of America
23
Bank of America
North Carolina
$48.3M 877,158 +55,750 +7%
AAMU
24
APG Asset Management US
New York
$43.2M 791,037 – –
LPL Financial
25
LPL Financial
California
$42.3M 767,971 +43,264 +6%
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