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W.P. Carey

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
476
Teamwork Financial Advisors
Texas
$500K +$38.3K +500 +8%
RRA
477
Round Rock Advisors
Connecticut
$499K
CIBC Asset Management
478
CIBC Asset Management
Ontario, Canada
$496K -$136K -1,781 -22%
KOMWMG
479
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$490K +$2.53K +33 +0.5%
DDC
480
DF Dent & Co
Maryland
$490K +$86.6K +1,132 +22%
PCM
481
Penserra Capital Management
California
$488K +$38K +499 +8%
FHC
482
First Heartland Consultants
Missouri
$480K +$2.76K +36 +0.6%
JCM
483
Jacobi Capital Management
Pennsylvania
$478K +$153 +2 +0%
Fisher Asset Management
484
Fisher Asset Management
Washington
$475K -$156K -2,036 -25%
CWA
485
Clearview Wealth Advisors
Oregon
$475K -$1.76K -23 -0.4%
Lazard Asset Management
486
Lazard Asset Management
New York
$472K -$3.05M -40,044 -87%
TPW
487
Transatlantique Private Wealth
New York
$471K +$36.6K +478 +8%
DMKJ
488
David M. Knott Jr
$469K -$469K -6,126 -50%
CGIM
489
Cannon Global Investment Management
Florida
$469K +$469K +6,126 New
KA
490
Kercheville Advisors
Texas
$469K -$3.9K -51 -0.8%
HHRDM
491
H&H Retirement Design & Management
Nevada
$468K +$5.7K +70 +1%
RFC
492
Regions Financial Corp
Alabama
$467K -$99.2K -1,295 -18%
NERM
493
New England Research & Management
Illinois
$464K +$17.6K +230 +4%
BSW
494
Buckingham Strategic Wealth
Missouri
$463K -$86.6K -1,131 -16%
CAM
495
Carret Asset Management
New York
$455K
QCM
496
Quantinno Capital Management
New York
$453K -$159K -2,072 -26%
CIA
497
Capital Investment Advisors
Georgia
$453K +$11.6K +151 +3%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$453K -$169K -2,208 -27%
BCM
499
Brookstone Capital Management
Illinois
$452K +$33.2K +421 +8%
GWMIA
500
Global Wealth Management Investment Advisory
Florida
$449K +$103K +1,351 +30%