WPC icon

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 %
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$467K -$129K -1,989 -22%
NS
427
NBC Securities
Alabama
$464K -$38.8K -599 -8%
CIBC Asset Management
428
CIBC Asset Management
Ontario, Canada
$460K -$5.98M -92,275 -93%
FPAS
429
Focus Partners Advisor Solutions
Missouri
$454K +$169K +2,601 +59%
BP
430
Ballentine Partners
Massachusetts
$451K +$451K +6,965 New
DCM
431
Dudley Capital Management
Virginia
$447K -$24.3K -375 -5%
SC
432
Sawyer & Company
Massachusetts
$447K -$47.8K -737 -10%
QWM
433
Quadcap Wealth Management
Texas
$444K +$444K +6,845 New
VCM
434
Virtue Capital Management
Tennessee
$442K -$99K -1,530 -18%
Fisher Asset Management
435
Fisher Asset Management
Washington
$441K +$4.54K +70 +1%
CAG
436
Crestwood Advisors Group
Massachusetts
$439K -$34.3K -529 -7%
FCCM
437
First City Capital Management
Georgia
$438K -$183K -2,824 -29%
MLICM
438
Metropolitan Life Insurance Company (MetLife)
New York
$434K -$843 -13 -0.2%
GT
439
Glenmede Trust
Pennsylvania
$433K -$9.79K -151 -2%
Empower Advisory Group
440
Empower Advisory Group
Colorado
$432K -$57.1K -881 -12%
PTC
441
Private Trust Company
Ohio
$430K -$456K -7,041 -51%
Marshall Wace
442
Marshall Wace
United Kingdom
$428K -$11.2M -173,498 -96%
BAMF
443
BI Asset Management Fondsmaeglerselskab
Denmark
$426K +$13.9K +215 +3%
BFG
444
Berger Financial Group
Minnesota
$425K -$72.8K -1,123 -15%
SI
445
Stephens Inc
Arkansas
$424K -$457K -7,048 -52%
V
446
ViaWealth
Kansas
$423K +$57.7K +890 +16%
CWP
447
Concord Wealth Partners
Virginia
$418K -$99.1K -1,529 -19%
IA
448
Inspire Advisors
Idaho
$416K -$13.5K -209 -3%
AW
449
Avion Wealth
Texas
$414K -$8.74K -135 -2%
APG Asset Management
450
APG Asset Management
Netherlands
$413K -$21.2K -362 -5%