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W.P. Carey
WPC

Overview Fund Activity

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$139M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$219M
3
Northern Trust
3
Northern Trust
Illinois
$144M
4
BlackRock
4
BlackRock
New York
$1.5B
5
Raymond James Financial
5
Raymond James Financial
Florida
$31.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$20.1M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$14.8M
4
IAIM
4
International Assets Investment Management
Florida
$358K
5
WCP
5
Waterfront Capital Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.68B 30,820,665 +242,576 +0.8%
BlackRock
2
BlackRock
New York
$1.5B 27,525,968 +594,283 +2%
State Street
3
State Street
Massachusetts
$669M 12,087,036 +316,205 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$256M 4,709,028 +135,090 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$219M 4,022,953 +906,622 +29%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$173M 3,170,736 -10,230 -0.3%
Charles Schwab
7
Charles Schwab
California
$144M 2,641,815 +43,197 +2%
Northern Trust
8
Northern Trust
Illinois
$144M 2,641,229 +758,627 +40%
PI
9
PGGM Investments
Netherlands
$142M 2,598,446 – –
Norges Bank
10
Norges Bank
Norway
$139M 2,558,388 +2,558,388 New
Legal & General Group
11
Legal & General Group
United Kingdom
$128M 2,347,357 -102,778 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$122M 2,237,905 -10,351 -0.5%
UBS AM
13
UBS AM
Illinois
$119M 2,188,603 +134,523 +7%
Morgan Stanley
14
Morgan Stanley
New York
$114M 2,088,770 +138,052 +7%
UBS Group
15
UBS Group
Switzerland
$104M 1,913,875 +462,336 +32%
EIC
16
Equity Investment Corp
Georgia
$102M 1,870,734 +389,107 +26%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$74.3M 1,364,292 -149,757 -10%
Citadel Advisors
18
Citadel Advisors
Florida
$69.3M 1,272,730 +378,528 +42%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$58.1M 1,066,496 -83,968 -7%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$57.7M 1,058,351 +21,954 +2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$55.9M 1,026,256 +132 +0%
Bank of America
22
Bank of America
North Carolina
$43.9M 805,024 -116,980 -13%
AAMU
23
APG Asset Management US
New York
$41.4M 760,019 -16,878 -2%
Invesco
24
Invesco
Georgia
$40.9M 750,151 +72,833 +11%
Ameriprise
25
Ameriprise
Minnesota
$39.7M 730,278 +47,484 +7%
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