WPC icon

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 %
CWM
376
CarsonAllaria Wealth Management
Illinois
$611K +$118K +1,822 +24%
SAM
377
Shell Asset Management
Netherlands
$609K -$175K -2,698 -22%
NA
378
NewEdge Advisors
Louisiana
$604K +$35K +539 +6%
SCM
379
Shelton Capital Management
Colorado
$598K +$598K +9,221 New
FLI
380
Family Legacy Inc
South Carolina
$595K +$3.76K +58 +0.6%
AssetMark Inc
381
AssetMark Inc
California
$591K +$71.8K +1,108 +14%
HA
382
Herold Advisors
New York
$585K -$1.28M -19,812 -69%
MSWM
383
McGlone Suttner Wealth Management
Wisconsin
$581K +$36.5K +563 +7%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$580K -$23.1K -356 -4%
WSC
385
Wellington Shields & Co
New York
$579K -$66.9K -1,033 -10%
LNC
386
Lincoln National Corp
Pennsylvania
$577K -$109K -1,683 -16%
CCFM
387
Clear Creek Financial Management
Washington
$577K -$128K -1,971 -18%
EIA
388
Eldridge Investment Advisors
New Hampshire
$575K -$91.5K -1,412 -14%
Mackenzie Financial
389
Mackenzie Financial
Ontario, Canada
$562K -$720K -11,115 -56%
OPA
390
Old Port Advisors
Maine
$560K -$156K -2,400 -22%
OAM
391
Oppenheimer Asset Management
New York
$556K +$230K +3,550 +71%
IWP
392
Insight Wealth Partners
Texas
$552K -$59.9K -924 -10%
PSCM
393
Per Stirling Capital Management
Texas
$551K -$2.53K -39 -0.5%
CS
394
Candriam SCA
Luxembourg
$550K -$136K -2,091 -20%
CF
395
Centaurus Financial
California
$550K -$28.8K -445 -5%
RCMF
396
RK Capital Management (Florida)
Florida
$544K +$544K +8,400 New
OIA
397
OneDigital Investment Advisors
Kansas
$544K +$50.6K +781 +10%
MS
398
Madden Securities
Texas
$540K +$9.53K +147 +2%
KWA
399
Kingswood Wealth Advisors
California
$537K +$537K +8,285 New
PWM
400
Perigon Wealth Management
California
$524K -$315K -4,867 -38%