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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 %
ACMA
401
Arbor Capital Management (Alaska)
Alaska
$706K +$10.7K +146 +2%
BFM
402
Boston Financial Management
Massachusetts
$699K +$62.7K +827 +10%
MSWM
403
McGlone Suttner Wealth Management
Wisconsin
$697K -$10K -132 -1%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$697K
FRM
405
Fox Run Management
Connecticut
$686K +$686K +9,040 New
GIA
406
Guyasuta Investment Advisors
Pennsylvania
$685K
CIAS
407
Capital Investment Advisory Services
North Carolina
$685K -$78.7K -1,038 -10%
Bank of Nova Scotia
408
Bank of Nova Scotia
Ontario, Canada
$679K -$87.8K -1,158 -11%
First Manhattan
409
First Manhattan
New York
$674K -$3.41K -45 -0.5%
PSCM
410
Per Stirling Capital Management
Texas
$672K -$144K -1,904 -18%
DTL
411
Dynamic Technology Lab
Singapore
$671K +$671K +8,851 New
DCM
412
Dudley Capital Management
Virginia
$666K
RA
413
RFG Advisory
Alabama
$662K -$52.7K -695 -7%
KA
414
Kovack Advisors
Florida
$650K -$53.8K -709 -8%
AWM
415
Axxcess Wealth Management
California
$649K -$834 -11 -0.1%
ECM
416
Evergreen Capital Management
Washington
$649K +$77 +1 +0%
FLI
417
Family Legacy Inc
South Carolina
$646K +$33.6K +443 +5%
AssetMark Inc
418
AssetMark Inc
California
$644K +$28.3K +373 +5%
TPCW
419
TD Private Client Wealth
New York
$640K +$2.88K +38 +0.5%
LFA
420
Landmark Financial Advisors
Kentucky
$639K
WP
421
Wealthspan Partners
Iowa
$637K +$5.08K +67 +0.8%
BFG
422
Berger Financial Group
Minnesota
$635K -$266K -3,508 -30%
ACM
423
Ayrshire Capital Management
Connecticut
$631K -$13.3K -175 -2%
GBWM
424
Granite Bay Wealth Management
New Hampshire
$615K -$20.6K -271 -3%
3F
425
360 Financial
Minnesota
$614K +$220K +2,904 +56%