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W.P. Carey

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
326
Mirae Asset Global Investments
South Korea
$945K -$1.83M -27,589 -66%
OAM
327
Ostrum Asset Management
France
$938K +$1.72K +26 +0.2%
RJT
328
Raymond James Trust
Florida
$938K +$1.79K +27 +0.2%
Natixis Advisors
329
Natixis Advisors
Massachusetts
$933K -$175K -2,648 -16%
SI
330
Stephens Inc
Arkansas
$931K +$86.8K +1,311 +10%
LFA
331
Laraway Financial Advisors
Minnesota
$928K +$1.19K +18 +0.1%
VIM
332
Vista Investment Management
Pennsylvania
$926K +$117K +1,769 +14%
PTC
333
Private Trust Company
Ohio
$921K -$34.9K -527 -4%
TC
334
TownSquare Capital
Utah
$908K -$612K -9,244 -40%
FCA
335
FLC Capital Advisors
California
$907K -$363K -5,490 -29%
UCFA
336
United Capital Financial Advisors
Texas
$906K -$197K -2,983 -18%
WSC
337
Wellington Shields & Co
New York
$905K -$110K -1,668 -11%
NWM
338
NEIRG Wealth Management
Massachusetts
$904K
APW
339
Aurora Private Wealth
New Jersey
$903K +$6.82K +103 +0.8%
HKAM
340
Horizon Kinetics Asset Management
New York
$902K +$10.1K +153 +1%
ASN
341
Advisory Services Network
Georgia
$899K +$9.13K +138 +1%
Man Group
342
Man Group
United Kingdom
$878K +$878K +13,276 New
JWCA
343
J.W. Cole Advisors
Florida
$874K -$14.9K -225 -2%
GA
344
GoalVest Advisory
New York
$873K -$172K -2,599 -16%
DADC
345
D.A. Davidson & Co
Montana
$866K +$9.86K +149 +1%
FPW
346
Flagship Private Wealth
Massachusetts
$863K -$116K -1,758 -12%
CW
347
CIC Wealth
Maryland
$859K -$93K -1,405 -10%
PWM
348
Perigon Wealth Management
California
$858K -$103K -1,562 -11%
HWM
349
Heirloom Wealth Management
Colorado
$855K +$1.26K +19 +0.1%
Fiera Capital (Canada)
350
Fiera Capital (Canada)
Quebec, Canada
$847K +$60.8K +919 +8%