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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 %
CW
326
CIC Wealth
Maryland
$1.12M +$1.12M +14,656 New
ASN
327
Advisory Services Network
Georgia
$1.12M -$164K -2,142 -13%
GA
328
GoalVest Advisory
New York
$1.11M +$117K +1,527 +12%
Fiera Capital (Canada)
329
Fiera Capital (Canada)
Quebec, Canada
$1.11M +$78.2K +1,021 +8%
PFO
330
Pathstone Family Office
New Jersey
$1.1M +$218K +2,856 +25%
GRP
331
Global Retirement Partners
California
$1.1M +$213K +2,779 +24%
MWM
332
Madison Wealth Management
Ohio
$1.09M
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$1.09M +$134K +1,753 +14%
LFA
334
Laraway Financial Advisors
Minnesota
$1.07M +$1.07M +13,989 New
SI
335
Stephens Inc
Arkansas
$1.05M -$62.2K -813 -6%
LMIM
336
Lockheed Martin Investment Management
Maryland
$1.05M +$117K +1,532 +13%
MCC
337
Money Concepts Capital
Florida
$1.05M +$178K +2,327 +20%
NWM
338
NEIRG Wealth Management
Massachusetts
$1.05M
JWCA
339
J.W. Cole Advisors
Florida
$1.04M +$81.6K +1,066 +9%
HKAM
340
Horizon Kinetics Asset Management
New York
$1.03M +$54.7K +714 +6%
TBC
341
Ted Buchan & Co
California
$1.03M +$1.03M +13,454 New
Group One Trading
342
Group One Trading
Illinois
$1.02M +$196K +2,567 +24%
Natixis Advisors
343
Natixis Advisors
Massachusetts
$1.02M +$26.3K +344 +3%
AC
344
Allstate Corporation
Illinois
$1.01M -$6.43K -84 -0.6%
AIM
345
Allstate Investment Management
Illinois
$1.01M +$1.01M +13,229 New
HWM
346
Heirloom Wealth Management
Colorado
$1M +$1M +13,111 New
MA
347
MKT Advisors
California
$1M +$1.3K +16 +0.1%
DADC
348
D.A. Davidson & Co
Montana
$1,000K -$65.1K -850 -6%
Cerity Partners
349
Cerity Partners
New York
$994K +$291K +3,798 +41%
DILIC
350
Dai-ichi Life Insurance Company
Japan
$993K