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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 %
Pathstone Holdings
351
Pathstone Holdings
New Jersey
$709K +$709K +10,811 New
IAA
352
Independent Advisor Alliance
North Carolina
$709K -$299K -4,611 -30%
HCM
353
Highlander Capital Management
New Jersey
$702K -$14.7K -227 -2%
CB
354
Commerce Bank
Missouri
$693K -$612K -9,443 -47%
DI
355
Diligent Investors
California
$692K -$75K -1,157 -10%
NB
356
Norinchukin Bank
Japan
$688K -$26.2K -404 -4%
FCA
357
FLC Capital Advisors
California
$684K -$205K -3,164 -23%
FNBOMD
358
First National Bank of Mount Dora
Florida
$674K -$14.1K -218 -2%
IWM
359
IHT Wealth Management
Illinois
$672K -$440K -6,795 -40%
AWA
360
Arkadios Wealth Advisors
Georgia
$666K +$666K +10,278 New
CCM
361
Coldstream Capital Management
Washington
$664K +$16.7K +257 +3%
ACMA
362
Arbor Capital Management (Alaska)
Alaska
$656K -$19.7K -305 -3%
LOIM
363
Liberty One Investment Management
Illinois
$654K -$42.5K -655 -6%
WA
364
Wambolt & Associates
Colorado
$641K -$63.6K -981 -9%
HPM
365
Hudson Portfolio Management
New York
$640K -$61.4K -948 -9%
WWP
366
Walden Wealth Partners
Ohio
$638K +$638K +9,851 New
OC
367
Oppenheimer & Co
New York
$632K +$20.9K +323 +3%
AWM
368
Accel Wealth Management
Iowa
$630K -$14.4K -222 -2%
MA
369
MKT Advisors
California
$628K -$107K -1,657 -15%
PFP
370
Pinnacle Financial Partners
Tennessee
$628K -$11K -170 -2%
FNT
371
First National Trust
Pennsylvania
$624K -$13.1K -202 -2%
Walleye Trading
372
Walleye Trading
New York
$622K +$194K +2,988 +45%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$620K -$13K -210 -2%
CG
374
Cutler Group
California
$616K +$365K +5,639 +146%
MFIM
375
Mesirow Financial Investment Management
Illinois
$614K +$614K +9,467 New