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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 %
OIA
426
Optimum Investment Advisors
Illinois
$612K
CQS
427
Credential Qtrade Securities
$611K +$15.1K +199 +3%
CWM
428
Campbell Wealth Management
Virginia
$608K
DWP
429
Daymark Wealth Partners
Ohio
$602K
AIC
430
Archer Investment Corporation
Indiana
$600K
I2I
431
Insight 2811 Inc
Illinois
$596K -$19.3K -255 -3%
CAM
432
Columbia Asset Management
Michigan
$593K -$44.5K -587 -7%
MOS
433
MGO One Seven
Ohio
$589K -$2.2K -29 -0.4%
OIA
434
OneDigital Investment Advisors
Kansas
$582K +$48.1K +634 +9%
BFG
435
Bleakley Financial Group
New Jersey
$581K -$80.6K -1,063 -12%
SS
436
Simplicity Solutions
Minnesota
$581K +$59.9K +790 +12%
PCM
437
Penserra Capital Management
California
$579K +$94K +1,243 +19%
LNWWM
438
Laird Norton Wetherby Wealth Management
California
$578K +$129K +1,706 +29%
PWA
439
Physician Wealth Advisors
Utah
$578K
CWM
440
CarsonAllaria Wealth Management
Illinois
$575K +$759 +10 +0.1%
BA
441
Bridgewater Associates
Connecticut
$574K +$574K +7,573 New
X
442
Xponance
Pennsylvania
$571K +$10.4K +137 +2%
SW
443
SVB Wealth
Massachusetts
$565K -$103K -1,362 -15%
CIBC Asset Management
444
CIBC Asset Management
Ontario, Canada
$563K +$71.5K +942 +15%
AWE
445
Avidian Wealth Enterprises
Texas
$560K +$124K +1,629 +28%
Empower Advisory Group
446
Empower Advisory Group
Colorado
$559K +$559K +7,485 New
LWP
447
Lumature Wealth Partners
Georgia
$558K
AAS
448
Ameritas Advisory Services
Nebraska
$557K -$382K -5,059 -41%
GT
449
Glenmede Trust
Pennsylvania
$552K +$38.2K +504 +7%
WWM
450
Western Wealth Management
Colorado
$548K -$169K -2,233 -24%