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WPC - WP Carey Inc Stock Price, Fair Value and News
60.11
USD
+0.55
(+0.92%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold WPC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
319,176
2024-05-16
Ancora Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
1,032
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
16,104
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
4,858
2024-05-16
JANE STREET GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
41,179
2024-05-16
Tidal Investments LLC
NEW
Premium
Premium
Premium
Premium
6,068
2024-05-16
Arete Wealth Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
20,623
2024-05-16
Semmax Financial Advisors Inc.
UNCHANGED
Premium
Premium
Premium
Premium
316
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
94.00
2024-05-16
Beacon Capital Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
465
2024-05-16
WealthPlan Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
180,923
2024-05-16
Coppell Advisory Solutions Corp.
NEW
Premium
Premium
Premium
Premium
4,398
2024-05-16
LBP AM SA
ADDED
Premium
Premium
Premium
Premium
14,505
2024-05-16
Creekmur Asset Management LLC
REDUCED
Premium
Premium
Premium
Premium
721
2024-05-15
AQR CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
24,127
2024-05-15
D. E. Shaw & Co., Inc.
NEW
Premium
Premium
Premium
Premium
4,466
2024-05-15
ZACKS INVESTMENT MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
541,246
2024-05-15
JANUS HENDERSON GROUP PLC
ADDED
Premium
Premium
Premium
Premium
19,206
2024-05-15
CITADEL ADVISORS LLC
REDUCED
Premium
Premium
Premium
Premium
8,227
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
241,326
2024-05-15
Royal Bank of Canada
ADDED
Premium
Premium
Premium
Premium
243,982
2024-05-15
SHELTON CAPITAL MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
9,221
2024-05-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
ADDED
Premium
Premium
Premium
Premium
404,249
2024-05-15
UNITED SERVICES AUTOMOBILE ASSOCIATION
NEW
Premium
Premium
Premium
Premium
16,544
2024-05-15
Adelante Capital Management LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
Rows per page:
10
25
50
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1–25 of 932
Which funds are the top buyers of WPC?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
30,971,100
1,748,010,000
0.04%
BlackRock Inc.
26,834,000
1,514,510,000
0.04%
STATE STREET CORP
12,074,600
691,727,000
0.03%
COHEN & STEERS, INC.
6,760,140
381,522,000
0.80%
GEODE CAPITAL MANAGEMENT, LLC
4,298,570
242,285,000
0.02%
Legal & General Group Plc
3,274,570
184,817,000
0.04%
JPMORGAN CHASE & CO
3,232,120
182,421,000
0.01%
DIMENSIONAL FUND ADVISORS LP
2,948,820
166,431,000
0.04%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
2,652,070
149,683,000
0.04%
Bank of New York Mellon Corp
2,516,940
142,056,000
0.03%
Rows per page:
10
1–10 of 93
Which funds have put a big percent of portfolio in WPC?
Fund Name
$ Value
% Port.
RUSH ISLAND MANAGEMENT, LP
69,712,800
6.04%
Seneca House Advisors
6,529,520
2.84%
Arkfeld Wealth Strategies, L.L.C.
4,550,730
2.50%
Armstrong, Fleming & Moore, Inc
3,525,480
2.44%
Dupree Financial Group, LLC
5,427,780
2.42%
New Insight Wealth Advisors
3,419,780
2.13%
PGGM Investments
136,626,000
2.08%
Rock Point Advisors, LLC
6,738,600
2.00%
Capital Square, LLC
2,575,750
1.82%
Verity & Verity, LLC
15,561,100
1.77%
Rows per page:
10
1–10 of 100
Trend of No. of funds that hold WPC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
EQUITY INVESTMENT CORP
59,802,000
Verity & Verity, LLC
15,561,100
State of Tennessee, Treasury Department
5,136,040
Holocene Advisors, LP
5,036,590
Squarepoint Ops LLC
4,139,480
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
4,029,000
FORA Capital, LLC
2,026,540
BOOTHBAY FUND MANAGEMENT, LLC
1,960,330
Additions
Fund Name
% Increased
Centiva Capital, LP
7,118
Gibson Wealth Advisors LLC
6,200
Main Street Group, LTD
983
WOLVERINE ASSET MANAGEMENT LLC
688
Kestra Advisory Services, LLC
638
Bruce G. Allen Investments, LLC
600
RUSH ISLAND MANAGEMENT, LP
483
AlphaCrest Capital Management LLC
463
Reductions
Fund Name
% Reduced
Heritage Wealth Advisors
-99.00
AdvisorNet Financial, Inc
-98.48
Tidemark, LLC
-97.24
Schonfeld Strategic Advisors LLC
-96.88
SOA Wealth Advisors, LLC.
-96.01
Marshall Wace North America L.P.
-93.01
AMERICAN CENTURY COMPANIES INC
-92.13
BESSEMER GROUP INC
-90.48
Sold off
Fund Name
$ Sold
NORGES BANK
-157,107,000
Long Pond Capital, LP
-62,735,200
Waterfront Capital Partners, LLC
-49,128,700
Adelante Capital Management LLC
-12,252,000
Zimmer Partners, LP
-5,554,220
STRS OHIO
-4,750,000
SIMPLEX TRADING, LLC
-3,888,000
Employees Retirement System of Texas
-3,273,000