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W.P. Carey

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
301
Westpac Banking Corp
Australia
$1.27M +$51.7K +676 +4%
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$1.27M +$1.27M +16,551 New
FPW
303
Flagship Private Wealth
Massachusetts
$1.25M -$44.4K -580 -3%
IWM
304
IHT Wealth Management
Illinois
$1.24M +$297K +3,886 +31%
SWP
305
Stratos Wealth Partners
Ohio
$1.24M +$118K +1,548 +11%
WSC
306
Wellington Shields & Co
New York
$1.22M -$156K -2,038 -11%
PTC
307
Private Trust Company
Ohio
$1.22M +$598K +7,812 +96%
PA
308
PFG Advisors
Arizona
$1.22M +$433K +5,656 +55%
MCM
309
Monument Capital Management
Virginia
$1.22M -$474K -6,197 -28%
S
310
Seeyond
France
$1.22M -$2.36M -30,827 -66%
IIM
311
INTECH Investment Management
Florida
$1.21M -$13K -170 -1%
CWM
312
C2C Wealth Management
Arizona
$1.21M +$56K +689 +5%
APF
313
Alaska Permanent Fund
Alaska
$1.21M +$3.98K +52 +0.3%
TYCC
314
Texas Yale Capital Corp
Florida
$1.21M -$7.12K -93 -0.6%
LHC
315
Little House Capital
Massachusetts
$1.2M +$19.5K +255 +2%
BIAS
316
Beacon Investment Advisory Services
New Jersey
$1.2M +$37.6K +491 +3%
APW
317
Austin Private Wealth
Texas
$1.19M -$431K -5,631 -27%
Bessemer Group
318
Bessemer Group
New Jersey
$1.19M
CF
319
Centaurus Financial
California
$1.18M -$97.8K -1,278 -8%
EMPI
320
Elo Mutual Pension Insurance
Finland
$1.16M +$29.6K +387 +3%
APW
321
Aurora Private Wealth
New Jersey
$1.16M -$69.9K -913 -6%
HAS
322
HBW Advisory Services
California
$1.15M -$39.1K -510 -3%
PWM
323
Perigon Wealth Management
California
$1.13M +$457K +5,974 +68%
LFA
324
LGT Financial Advisors
Texas
$1.13M +$1.13M +14,735 New
CRC
325
Curi RMB Capital
Illinois
$1.12M +$15.5K +202 +1%