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W.P. Carey

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
276
V Wealth Advisors
Kansas
$1.66M -$255K -3,360 -13%
AB
277
Amalgamated Bank
New York
$1.64M +$14.4K +190 +0.9%
Public Employees Retirement Association of Colorado
278
Public Employees Retirement Association of Colorado
Colorado
$1.64M
AWA
279
Arete Wealth Advisors
Illinois
$1.63M +$33.5K +442 +2%
EH
280
Equitable Holdings
New York
$1.62M +$209K +2,752 +15%
Principal Financial Group
281
Principal Financial Group
Iowa
$1.62M +$87.1K +1,148 +6%
MCCP
282
Mission Creek Capital Partners
California
$1.57M +$210K +2,772 +15%
EWA
283
EP Wealth Advisors
California
$1.57M +$838K +13,233 +115%
GI
284
GAMCO Investors
Connecticut
$1.52M
DAS
285
Dynamic Advisor Solutions
Arizona
$1.48M +$1.48M +19,547 New
IAA
286
Independent Advisor Alliance
North Carolina
$1.48M -$24.4K -321 -2%
Schroder Investment Management Group
287
Schroder Investment Management Group
United Kingdom
$1.48M -$327K -4,307 -18%
FCA
288
FLC Capital Advisors
California
$1.46M -$107K -1,408 -7%
TPA
289
Trivium Point Advisory
Connecticut
$1.45M -$26.6K -351 -2%
BMA
290
Brooks Moore & Associates
Tennessee
$1.44M -$27.1K -357 -2%
BCIM
291
British Columbia Investment Management
British Columbia, Canada
$1.43M +$120K +1,577 +9%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$1.42M -$69.5K -916 -5%
SPC
293
Sigma Planning Corp
Michigan
$1.42M -$83.9K -1,106 -6%
AAP
294
Arax Advisory Partners
Colorado
$1.38M +$8.27K +109 +0.6%
HAS
295
HBW Advisory Services
California
$1.36M +$218K +2,869 +19%
IIM
296
INTECH Investment Management
Florida
$1.33M +$132K +1,746 +11%
AOWM
297
Alpha Omega Wealth Management
Virginia
$1.33M -$26.6K -351 -2%
ATC
298
Argent Trust Co
Tennessee
$1.3M -$4.93K -65 -0.4%
HIA
299
Harbor Investment Advisory
Maryland
$1.3M +$8.12K +107 +0.6%
EMPI
300
Elo Mutual Pension Insurance
Finland
$1.29M +$141K +1,860 +12%