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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 %
IAIM
451
International Assets Investment Management
Florida
$410K -$6.61K -102 -2%
3F
452
360 Financial
Minnesota
$408K -$64.9K -1,002 -14%
PIA
453
Perennial Investment Advisors
California
$407K +$22.6K +349 +6%
AIC
454
Archer Investment Corporation
Indiana
$406K -$8.56K -132 -2%
PCIA
455
Prime Capital Investment Advisors
Kansas
$403K +$43.4K +669 +12%
PAS
456
Park Avenue Securities
New York
$402K +$93.7K +1,446 +30%
ATC
457
Argent Trust Co
Tennessee
$399K -$1.07M -16,466 -73%
GWSG
458
GPS Wealth Strategies Group
Colorado
$399K -$27.4K -422 -6%
WDC
459
Woodward Diversified Capital
California
$396K -$10.6K -163 -3%
CWM
460
Campbell Wealth Management
Virginia
$394K -$126K -1,948 -24%
PA
461
Profund Advisors
Maryland
$393K +$393K +6,064 New
GC
462
Gilbert & Cook
Iowa
$393K +$12.5K +193 +3%
SPC
463
Sigma Planning Corp
Michigan
$391K -$529K -8,169 -58%
TNA
464
True North Advisors
Texas
$385K -$8.1K -125 -2%
JCM
465
Jacobi Capital Management
Pennsylvania
$384K -$1.17K -18 -0.3%
CIA
466
Capital Investment Advisors
Georgia
$381K -$53.1K -820 -12%
WFS
467
Widmann Financial Services
Maryland
$380K -$7.97K -123 -2%
Fiera Capital (Canada)
468
Fiera Capital (Canada)
Quebec, Canada
$378K -$463K -7,147 -55%
SF
469
SWP Financial
California
$377K +$377K +5,824 New
IP
470
Ignite Planners
California
$377K -$32.3K -491 -8%
SF
471
Symphony Financial
Texas
$373K -$4.76K -71 -1%
JIC
472
Joel Isaacson & Co
New York
$371K -$9.53K -147 -3%
CCM
473
Cullen Capital Management
New York
$371K -$7.78K -120 -2%
Man Group
474
Man Group
United Kingdom
$371K +$371K +5,717 New
AIMCA
475
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$369K -$7.78K -120 -2%