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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 %
APW
401
Austin Private Wealth
Texas
$519K -$2.85K -44 -0.5%
CW
402
CIC Wealth
Maryland
$519K -$43.3K -668 -8%
RSWM
403
Robertson Stephens Wealth Management
California
$518K -$722K -10,996 -58%
DADC
404
D.A. Davidson & Co
Montana
$514K -$130K -2,005 -20%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$514K +$158K +2,432 +44%
KOMWMG
406
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$513K +$76.4K +1,179 +17%
OIA
407
Optimum Investment Advisors
Illinois
$512K -$10.8K -166 -2%
BFM
408
Boston Financial Management
Massachusetts
$506K -$43.7K -674 -8%
AI
409
AXS Investments
New York
$504K -$474K -7,310 -48%
Baird Financial Group
410
Baird Financial Group
Wisconsin
$493K -$1.43M -22,118 -74%
LA
411
LBP AM
France
$490K -$10.3K -159 -2%
UCFA
412
United Capital Financial Advisors
Texas
$490K -$171K -2,643 -26%
KFS
413
Kaizen Financial Strategies
California
$486K -$20.4K -314 -4%
WWM
414
Western Wealth Management
Colorado
$486K +$39.5K +610 +9%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$483K -$29.9K -462 -6%
KA
416
Kovack Advisors
Florida
$481K -$437K -6,750 -48%
AWM
417
Axxcess Wealth Management
California
$478K -$46.9K -723 -9%
CIAS
418
Capital Investment Advisory Services
North Carolina
$477K -$31.4K -484 -6%
TC
419
TownSquare Capital
Utah
$476K -$244K -3,771 -34%
S
420
SignatureFD
Georgia
$476K +$182K +2,806 +62%
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$473K -$24.7K -381 -5%
PTC
422
Philadelphia Trust Company
Pennsylvania
$472K -$9.91K -153 -2%
BC
423
Burney Company
Virginia
$469K -$100K -1,546 -18%
MOS
424
MGO One Seven
Ohio
$468K -$73.6K -1,136 -14%
EH
425
Equitable Holdings
New York
$468K -$99.1K -1,529 -17%