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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 %
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$406K 7,200
WA
427
Wambolt & Associates
Colorado
$405K 7,216 -2,678 -27%
FLI
428
Family Legacy Inc
South Carolina
$403K 7,138 -2,038 -22%
MOS
429
MGO One Seven
Ohio
$402K 7,128 -98 -1%
Empower Advisory Group
430
Empower Advisory Group
Colorado
$402K 7,122 +449 +7%
CIBC Asset Management
431
CIBC Asset Management
Ontario, Canada
$402K 7,119 +14 +0.2%
Two Sigma Investments
432
Two Sigma Investments
New York
$401K 7,113 +7,113 New
FPAS
433
Focus Partners Advisor Solutions
Missouri
$395K 6,993 -19 -0.3%
Fisher Asset Management
434
Fisher Asset Management
Washington
$394K 6,974 +163 +2%
OIA
435
Optimum Investment Advisors
Illinois
$390K 6,907 -1,000 -13%
BP
436
Ballentine Partners
Massachusetts
$389K 6,889 -76 -1%
DCM
437
Dudley Capital Management
Virginia
$387K 6,900
PIA
438
Perennial Investment Advisors
California
$385K 6,815 +530 +8%
TFA
439
Teamwork Financial Advisors
Texas
$384K 6,805 +1,438 +27%
MS
440
Madden Securities
Texas
$383K 6,780 -1,550 -19%
MLICM
441
Metropolitan Life Insurance Company (MetLife)
New York
$381K 6,752 +57 +0.9%
CAG
442
Crestwood Advisors Group
Massachusetts
$381K 6,748 -20 -0.3%
FCCM
443
First City Capital Management
Georgia
$380K 6,730 -33 -0.5%
UCFA
444
United Capital Financial Advisors
Texas
$379K 6,723 -840 -11%
IPW
445
Impact Partnership Wealth
Georgia
$379K 6,707 +6,707 New
SC
446
Sawyer & Company
Massachusetts
$378K 6,695 -200 -3%
SRL
447
Scientech Research LLC
New Jersey
$375K 6,638 +6,638 New
OAM
448
Oppenheimer Asset Management
New York
$374K 6,625 -1,948 -23%
WWM
449
Western Wealth Management
Colorado
$373K 6,615 -880 -12%
BAMF
450
BI Asset Management Fondsmaeglerselskab
Denmark
$371K 6,566