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W.P. Carey

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B 30,578,089 -201,266 -0.7%
BlackRock
2
BlackRock
New York
$1.68B 26,931,685 +141,960 +0.5%
State Street
3
State Street
Massachusetts
$744M 11,770,831 -283,173 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$284M 4,573,938 +127,477 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$198M 3,180,966 +28,087 +0.9%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$194M 3,116,331 -124,374 -4%
Charles Schwab
7
Charles Schwab
California
$162M 2,598,618 +103,147 +4%
PI
8
PGGM Investments
Netherlands
$162M 2,598,446 +99,471 +4%
Legal & General Group
9
Legal & General Group
United Kingdom
$153M 2,450,135 -131,250 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$140M 2,248,256 -276,234 -11%
UBS AM
11
UBS AM
Illinois
$128M 2,054,080 +1,784,131 +661%
Morgan Stanley
12
Morgan Stanley
New York
$122M 1,950,718 +20,493 +1%
Northern Trust
13
Northern Trust
Illinois
$117M 1,882,602 -91,897 -5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$94.3M 1,514,049 +264,230 +21%
EIC
15
Equity Investment Corp
Georgia
$92.3M 1,481,627 +9,610 +0.7%
UBS Group
16
UBS Group
Switzerland
$90.4M 1,451,539 +62,012 +4%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$72.7M 1,167,685 -500,552 -30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$71.7M 1,150,464 -69,711 -6%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$64.6M 1,036,397 +880,579 +565%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$63.9M 1,026,124 -21,505 -2%
Bank of America
21
Bank of America
North Carolina
$57.4M 922,004 +44,846 +5%
Citadel Advisors
22
Citadel Advisors
Florida
$55.7M 894,202 +865,474 +3,013%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$50.2M 806,082 +409,593 +103%
AAMU
24
APG Asset Management US
New York
$47.6M 776,897 -14,140 -2%
LPL Financial
25
LPL Financial
California
$45.3M 727,296 -40,675 -5%