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W.P. Carey

773 hedge funds and large institutions have $10.6B invested in W.P. Carey in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 182 increasing their positions, 471 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+33
Holders Change %
+4.46%
% of All Funds
11.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
117
Increased
182
Reduced
471
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Shares
Change %
VIM
326
Vista Investment Management
Pennsylvania
$872K -$10.3K -159 -1%
BIAS
327
Beacon Investment Advisory Services
New Jersey
$869K -$307K -4,735 -26%
DILIC
328
Dai-ichi Life Insurance Company
Japan
$859K -$18K -278 -2%
KAS
329
Kestra Advisory Services
Texas
$852K +$852K +12,967 New
RFM
330
Royal Fund Management
Florida
$848K +$52.1K +804 +7%
LMIM
331
Lockheed Martin Investment Management
Maryland
$841K -$249K -3,517 -23%
SIC
332
Samalin Investment Counsel
New York
$840K +$129K +1,997 +18%
SAG
333
SageView Advisory Group
California
$839K +$235K +3,768 +39%
Envestnet Portfolio Solutions
334
Envestnet Portfolio Solutions
Illinois
$835K +$85.5K +1,320 +11%
HWM
335
Heirloom Wealth Management
Colorado
$813K -$19.3K -298 -2%
GRP
336
Global Retirement Partners
California
$813K -$157K -2,346 -16%
ASN
337
Advisory Services Network
Georgia
$806K -$129K -1,994 -14%
O
338
Ossiam
France
$799K +$45K +694 +6%
HR
339
Howe & Rusling
New York
$771K -$16.2K -250 -2%
AIM
340
Achmea Investment Management
Netherlands
$753K +$324K +5,003 +76%
JWCA
341
J.W. Cole Advisors
Florida
$745K -$110K -1,702 -13%
ProShare Advisors
342
ProShare Advisors
Maryland
$745K +$745K +11,502 New
AWM
343
Adams Wealth Management
Utah
$733K -$50.2K -775 -6%
Mirae Asset Global Investments
344
Mirae Asset Global Investments
South Korea
$731K -$100K -1,545 -12%
LFA
345
LGT Financial Advisors
Texas
$729K -$277K -4,277 -28%
RJT
346
Raymond James Trust
Florida
$724K -$151K -2,337 -17%
PCA
347
Peddock Capital Advisors
Massachusetts
$723K -$32.1K -496 -4%
FPW
348
Flagship Private Wealth
Massachusetts
$723K -$54.6K -843 -7%
CFG
349
Cooper Financial Group
California
$720K -$46K -710 -6%
CIA
350
Concurrent Investment Advisors
Florida
$710K +$710K +10,961 New