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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 %
CIA
451
Capital Investment Advisors
Georgia
$354K -$4.98K -94 -1%
HSA
452
HBK Sorce Advisory
Pennsylvania
$352K -$175K -3,297 -33%
IA
453
Inspire Advisors
Idaho
$351K +$141K +2,659 +67%
AIM
454
Achmea Investment Management
Netherlands
$350K -$22.2K -420 -6%
Walleye Trading
455
Walleye Trading
New York
$350K -$10.2K -193 -3%
GWSG
456
GPS Wealth Strategies Group
Colorado
$348K -$15.8K -298 -4%
AW
457
Avion Wealth
Texas
$345K +$1.32K +25 +0.4%
IAIM
458
International Assets Investment Management
Florida
$345K +$62.3K +1,162 +22%
HIP
459
Harrell Investment Partners
Texas
$344K
SW
460
SVB Wealth
Massachusetts
$339K -$30.2K -570 -8%
AIC
461
Archer Investment Corporation
Indiana
$339K
CAM
462
Columbia Asset Management
Michigan
$337K -$85.2K -1,608 -20%
BAMF
463
BI Asset Management Fondsmaeglerselskab
Denmark
$336K +$56K +1,059 +20%
IF
464
Intrua Financial
Texas
$333K -$22.9K -432 -6%
WDC
465
Woodward Diversified Capital
California
$333K +$47.1K +890 +17%
ACG
466
Allen Capital Group
Nebraska
$332K -$3.98K -76 -1%
MC
467
Matisse Capital
Oregon
$328K
LA
468
LexAurum Advisors
Kansas
$322K -$22.3K -421 -6%
TNA
469
True North Advisors
Texas
$321K
PFO
470
Pathstone Family Office
New Jersey
$320K +$106K +1,958 +49%
I2I
471
Insight 2811 Inc
Illinois
$319K -$67.6K -1,277 -18%
IP
472
Ignite Planners
California
$319K +$7.22K +141 +2%
MCM
473
Monument Capital Management
Virginia
$318K -$38.2K -721 -11%
CAS
474
Coppell Advisory Solutions
Texas
$317K +$8.96K +117 +3%
WFS
475
Widmann Financial Services
Maryland
$317K