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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 %
KFS
426
Kaizen Financial Strategies
California
$414K +$54K +1,019 +15%
NS
427
NBC Securities
Alabama
$410K +$410K +7,759 New
LA
428
LBP AM
France
$409K +$409K +7,724 New
BFG
429
Berger Financial Group
Minnesota
$407K -$6.78K -128 -2%
GWMIA
430
Global Wealth Management Investment Advisory
Florida
$406K +$52.4K +989 +15%
SC
431
Sawyer & Company
Massachusetts
$404K -$33K -623 -8%
CWM
432
CarsonAllaria Wealth Management
Illinois
$403K +$636 +12 +0.2%
OIA
433
OneDigital Investment Advisors
Kansas
$403K -$10.9K -206 -3%
Empower Advisory Group
434
Empower Advisory Group
Colorado
$400K -$50.2K -947 -11%
EF
435
Empowered Funds
Pennsylvania
$395K -$140K -2,648 -26%
PTC
436
Philadelphia Trust Company
Pennsylvania
$394K +$15.7K +296 +4%
APG Asset Management
437
APG Asset Management
Netherlands
$392K +$37.8K +714 +11%
CAG
438
Crestwood Advisors Group
Massachusetts
$387K +$8.32K +157 +2%
DCM
439
Dudley Capital Management
Virginia
$385K -$13.5K -255 -3%
SG
440
StoneX Group
New York
$385K +$385K +7,224 New
3F
441
360 Financial
Minnesota
$382K -$40K -763 -9%
PA
442
Procyon Advisors
Connecticut
$369K +$3.34K +63 +0.9%
SG Americas Securities
443
SG Americas Securities
New York
$367K -$2.24M -42,309 -86%
DWP
444
Daymark Wealth Partners
Ohio
$367K
WWM
445
Western Wealth Management
Colorado
$365K -$7.04K -133 -2%
GIA
446
Guyasuta Investment Advisors
Pennsylvania
$364K -$76.3K -1,440 -17%
GT
447
Glenmede Trust
Pennsylvania
$362K -$23.3K -439 -6%
KOMWMG
448
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$357K +$5.24K +99 +1%
Fisher Asset Management
449
Fisher Asset Management
Washington
$357K -$59.6K -1,125 -14%
MLICM
450
Metropolitan Life Insurance Company (MetLife)
New York
$355K +$1.96K +37 +0.6%