WPC icon

W.P. Carey

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M
Name Market Value Shares Shares
Change
Shares
Change %
IWP
401
Insight Wealth Partners
Texas
$462K 8,177 -335 -4%
WSC
402
Wellington Shields & Co
New York
$460K 8,156 -774 -9%
AWM
403
AE Wealth Management
Kansas
$460K 8,147 -41,646 -84%
GM
404
GeoWealth Management
Illinois
$458K 8,106 +3,587 +79%
TRCT
405
Tower Research Capital (TRC)
New York
$455K 8,067 -25,101 -76%
KWA
406
Kingswood Wealth Advisors
California
$449K 7,962 -323 -4%
QCM
407
Quantinno Capital Management
New York
$449K 7,955 +2,298 +41%
CWM
408
Campbell Wealth Management
Virginia
$443K 7,856 +1,783 +29%
BFM
409
Boston Financial Management
Massachusetts
$440K 7,800
PTC
410
Philadelphia Trust Company
Pennsylvania
$440K 7,790 +500 +7%
AI
411
AXS Investments
New York
$439K 7,771
KOMWMG
412
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$437K 7,746 -176 -2%
MWM
413
Modern Wealth Management
Kansas
$435K 7,705 +7,705 New
RSWM
414
Robertson Stephens Wealth Management
California
$431K 7,518 -369 -5%
KA
415
Kovack Advisors
Florida
$429K 7,601 +177 +2%
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$428K 7,585 +294 +4%
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$427K 7,568 -358 -5%
CF
418
Centaurus Financial
California
$423K 7,502 -986 -12%
CCIA
419
Campbell & Co Investment Adviser
Maryland
$420K 7,446 +7,446 New
AWM
420
Axxcess Wealth Management
California
$411K 7,278 -97 -1%
DADC
421
D.A. Davidson & Co
Montana
$410K 7,267 -670 -8%
S
422
SignatureFD
Georgia
$408K 7,235 -106 -1%
LNWWM
423
Laird Norton Wetherby Wealth Management
California
$408K 7,231 -217 -3%
BC
424
Burney Company
Virginia
$408K 7,228 -11 -0.2%
CIAS
425
Capital Investment Advisory Services
North Carolina
$407K 7,217 -141 -2%