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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 %
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$460K +$1.93K +31 +0.4%
IA
427
Inspire Advisors
Idaho
$460K -$54.5K -874 -11%
TFA
428
Teamwork Financial Advisors
Texas
$460K -$34.9K -560 -7%
FRA
429
Frank Rimerman Advisors
California
$453K -$599K -9,614 -57%
IMCOOI
430
Investment Management Corp of Ontario (IMCO)
Canada
$450K +$143K +2,300 +47%
AWM
431
Axxcess Wealth Management
California
$443K +$187 +3 +0%
BC
432
Burney Company
Virginia
$442K +$62 +1 +0%
APW
433
Austin Private Wealth
Texas
$439K -$70K -1,124 -14%
HA
434
Herold Advisors
New York
$428K +$22.8K +366 +6%
PIA
435
Perennial Investment Advisors
California
$427K -$43.4K -697 -9%
NW
436
NewEdge Wealth
Pennsylvania
$426K +$15.6K +251 +4%
CIM
437
Cambria Investment Management
California
$424K +$424K +6,812 New
DADC
438
D.A. Davidson & Co
Montana
$421K +$10.7K +171 +3%
CAG
439
Crestwood Advisors Group
Massachusetts
$418K +$4.92K +79 +1%
JWCA
440
J.W. Cole Advisors
Florida
$417K -$62.6K -1,004 -13%
SC
441
Sawyer & Company
Massachusetts
$417K
BP
442
Ballentine Partners
Massachusetts
$409K +$2.12K +34 +0.5%
EAM
443
Everstar Asset Management
North Carolina
$406K +$406K +6,517 New
KPWS
444
Kestra Private Wealth Services
Texas
$406K +$316 +5 +0.1%
CIC
445
Cornercap Investment Counsel
Georgia
$403K -$190K -3,051 -32%
FLI
446
Family Legacy Inc
South Carolina
$402K -$31.1K -499 -7%
APP
447
Avantax Planning Partners
Iowa
$401K +$11K +176 +3%
IF
448
Intrua Financial
Texas
$400K +$16.7K +268 +4%
AW
449
Avion Wealth
Texas
$399K
BFM
450
Boston Financial Management
Massachusetts
$397K -$37.4K -600 -9%