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W.P. Carey

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PMA
376
Prudent Man Advisors
Illinois
$814K -$12.5K -165 -2%
Wolverine Trading
377
Wolverine Trading
Illinois
$813K +$813K +10,764 New
LOIM
378
Liberty One Investment Management
Illinois
$812K -$7.89K -104 -1%
YCM
379
Yousif Capital Management
Michigan
$811K +$5.46K +72 +0.7%
OPA
380
Old Port Advisors
Maine
$809K -$2.67K -37 -0.3%
DEA
381
DoubleLine ETF Adviser
Florida
$809K +$93.9K +1,238 +13%
FNBOMD
382
First National Bank of Mount Dora
Florida
$805K
LWCFA
383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$802K
SC
384
Sawyer & Company
Massachusetts
$799K
VAS
385
Vestmark Advisory Solutions
Massachusetts
$792K -$8.95K -118 -1%
NB
386
Norinchukin Bank
Japan
$784K +$167K +2,200 +27%
TFS
387
Thoroughbred Financial Services
Tennessee
$782K +$56.6K +746 +8%
LHC
388
Little House Capital
Massachusetts
$780K -$414K -5,452 -35%
RWA
389
Rainsberger Wealth Advisors
Colorado
$774K +$110K +1,453 +17%
SBIA
390
Sheaff Brock Investment Advisors
Indiana
$763K +$11.2K +148 +1%
PFP
391
Pinnacle Financial Partners
Tennessee
$763K
EIA
392
Eldridge Investment Advisors
New Hampshire
$759K
FCCM
393
First City Capital Management
Georgia
$756K +$25.2K +347 +3%
VPIM
394
Vanguard Personalized Indexing Management
California
$754K +$30.9K +407 +4%
VF
395
Virtu Financial
New York
$749K +$749K +9,873 New
FNT
396
First National Trust
Pennsylvania
$746K
NW
397
Naviter Wealth
Arkansas
$725K +$193K +2,515 +36%
IWP
398
Insight Wealth Partners
Texas
$716K -$45.7K -602 -6%
Manulife (Manufacturers Life Insurance)
399
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$715K +$54.5K +718 +8%
EWM
400
Empirical Wealth Management
Washington
$711K +$42.8K +564 +6%