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W.P. Carey

740 hedge funds and large institutions have $7.58B invested in W.P. Carey in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 282 increasing their positions, 280 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
740
Holders Change
-73
Holders Change %
-8.98%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
282
Reduced
280
Closed
119
Calls
$185M
Puts
$58.3M
Net Calls
+$127M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
401
Octavia Wealth Advisors
Ohio
$494K +$227K +4,208 +85%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$493K -$69K -1,302 -12%
EOJOAM
403
E. Ohman J:or Asset Management
Sweden
$487K
FLI
404
Family Legacy Inc
South Carolina
$483K +$23.3K +439 +5%
CF
405
Centaurus Financial
California
$473K -$40.1K -758 -8%
BC
406
Burney Company
Virginia
$465K +$19.5K +368 +4%
NA
407
NewEdge Advisors
Louisiana
$464K +$70.7K +1,334 +18%
EH
408
Equitable Holdings
New York
$463K -$635K -11,993 -58%
CW
409
CIC Wealth
Maryland
$459K -$228K -4,306 -33%
First Manhattan
410
First Manhattan
New York
$454K +$27K +510 +6%
Wolverine Trading
411
Wolverine Trading
Illinois
$453K -$1.42M -26,750 -76%
PSCM
412
Per Stirling Capital Management
Texas
$452K -$23.5K -444 -5%
BFM
413
Boston Financial Management
Massachusetts
$449K -$34.9K -659 -7%
MSWM
414
McGlone Suttner Wealth Management
Wisconsin
$445K +$9.59K +181 +2%
MOS
415
MGO One Seven
Ohio
$443K -$25.3K -478 -5%
X
416
Xponance
Pennsylvania
$441K +$38.9K +735 +10%
MS
417
Madden Securities
Texas
$433K +$66.2K +1,250 +18%
AWM
418
Axxcess Wealth Management
California
$429K -$7.26K -137 -2%
OIA
419
Optimum Investment Advisors
Illinois
$428K
APW
420
Austin Private Wealth
Texas
$426K -$62.4K -1,178 -13%
CWM
421
Campbell Wealth Management
Virginia
$425K -$85.3K -1,610 -17%
AssetMark Inc
422
AssetMark Inc
California
$424K +$18.8K +354 +5%
CWP
423
Concord Wealth Partners
Virginia
$422K -$39.2K -741 -9%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$419K +$21.9K +414 +6%
CIAS
425
Capital Investment Advisory Services
North Carolina
$415K -$71.6K -1,351 -15%