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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 %
PSCM
376
Per Stirling Capital Management
Texas
$824K +$824K +10,768 New
FNBOMD
377
First National Bank of Mount Dora
Florida
$813K
YCM
378
Yousif Capital Management
Michigan
$813K +$88.3K +1,153 +12%
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$809K
VAS
380
Vestmark Advisory Solutions
Massachusetts
$808K -$2.22K -29 -0.3%
IAIM
381
International Assets Investment Management
Florida
$796K +$796K +10,398 New
Bank of Nova Scotia
382
Bank of Nova Scotia
Ontario, Canada
$774K -$281K -3,672 -27%
RA
383
RFG Advisory
Alabama
$773K -$768K -9,363 -50%
CIAS
384
Capital Investment Advisory Services
North Carolina
$771K +$13.4K +175 +2%
PFP
385
Pinnacle Financial Partners
Tennessee
$770K
FCCM
386
First City Capital Management
Georgia
$769K -$21.4K -280 -3%
IWP
387
Insight Wealth Partners
Texas
$768K
EIA
388
Eldridge Investment Advisors
New Hampshire
$766K -$23.4K -306 -3%
PCA
389
Peddock Capital Advisors
Massachusetts
$765K +$128K +1,676 +20%
SBIA
390
Sheaff Brock Investment Advisors
Indiana
$759K +$3.44K +45 +0.5%
FNT
391
First National Trust
Pennsylvania
$752K
AWM
392
Adams Wealth Management
Utah
$750K +$82.1K +1,072 +12%
IA
393
IFP Advisors
Florida
$738K -$86.5K -1,503 -10%
TFS
394
Thoroughbred Financial Services
Tennessee
$732K -$76.4K -998 -9%
SPIA
395
Steward Partners Investment Advisory
New York
$731K -$368K -4,812 -34%
VPIM
396
Vanguard Personalized Indexing Management
California
$730K -$703K -9,189 -49%
ACMA
397
Arbor Capital Management (Alaska)
Alaska
$729K +$8.2K +107 +1%
WWM
398
Western Wealth Management
Colorado
$724K -$776K -10,134 -52%
DEA
399
DoubleLine ETF Adviser
Florida
$722K +$722K +9,429 New
MSWM
400
McGlone Suttner Wealth Management
Wisconsin
$714K +$714K +9,323 New