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W.P. Carey

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M
Name Holding Trade Value Shares
Change
Shares
Change %
GCP
401
GSA Capital Partners
United Kingdom
$520K +$520K +8,343 New
MWM
402
Modern Wealth Management
Kansas
$516K +$21.5K +345 +4%
FCA
403
FLC Capital Advisors
California
$515K -$24.5K -393 -5%
SPC
404
Sigma Planning Corp
Michigan
$508K -$134K -2,155 -21%
FFN
405
Focus Financial Network
Minnesota
$508K +$77.8K +1,231 +18%
PI
406
PFG Investments
New York
$502K -$22.5K -361 -4%
FPAS
407
Focus Partners Advisor Solutions
Missouri
$500K +$24.2K +389 +5%
AFG
408
ABLE Financial Group
Arizona
$499K +$499K +8,010 New
IPW
409
Impact Partnership Wealth
Georgia
$499K +$499K +8,010 New
WSC
410
Wellington Shields & Co
New York
$496K -$12.5K -200 -2%
TC
411
TwinBeech Capital
New York
$494K +$494K +7,937 New
OIA
412
OneDigital Investment Advisors
Kansas
$494K -$7.29K -117 -1%
AFG
413
Atomi Financial Group
New York
$494K +$106K +1,707 +27%
AWM
414
AE Wealth Management
Kansas
$490K -$119K -1,913 -20%
PTC
415
Philadelphia Trust Company
Pennsylvania
$485K
D.E. Shaw & Co
416
D.E. Shaw & Co
New York
$483K -$408K -6,548 -46%
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$483K +$24.6K +395 +5%
NA
418
NewEdge Advisors
Louisiana
$480K -$105K -1,683 -18%
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$472K +$4.49K +72 +1%
OAC
420
OMERS Administration Corp
Ontario, Canada
$472K
NS
421
NBC Securities
Alabama
$472K -$106K -1,705 -18%
KOMWMG
422
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$469K -$17K -273 -4%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$468K +$84.7K +1,360 +22%
PSCM
424
Per Stirling Capital Management
Texas
$467K -$6.04K -97 -1%
DCM
425
Dudley Capital Management
Virginia
$461K +$31.2K +500 +7%