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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 %
QCM
476
Quantinno Capital Management
New York
$367K -$664K -10,237 -64%
ACG
477
Allen Capital Group
Nebraska
$367K -$43.7K -675 -11%
JWM
478
Jackson Wealth Management
Florida
$365K -$7.65K -118 -2%
TMAM
479
Tokio Marine Asset Management
Japan
$360K -$7.58K -117 -2%
NW
480
NewEdge Wealth
Pennsylvania
$360K +$194 +3 +0.1%
ECM
481
Evergreen Capital Management
Washington
$357K +$357K +5,428 New
MCM
482
MAI Capital Management
Ohio
$357K -$14.8K -229 -4%
IF
483
Intrua Financial
Texas
$354K -$53.2K -821 -13%
TW
484
TritonPoint Wealth
Maryland
$352K +$352K +5,358 New
DWP
485
Daymark Wealth Partners
Ohio
$352K -$96.7K -1,492 -22%
MYAM
486
Meiji Yasuda Asset Management
Japan
$350K -$3.95M -60,992 -92%
VFA
487
Valeo Financial Advisors
Indiana
$349K -$7.32K -113 -2%
BMSSC
488
B. Metzler seel. Sohn & Co
Germany
$348K -$7.32K -113 -2%
TFA
489
Teamwork Financial Advisors
Texas
$348K +$47.6K +734 +16%
OWA
490
Octavia Wealth Advisors
Ohio
$348K -$253K -3,849 -42%
LA
491
LexAurum Advisors
Kansas
$345K -$48.4K -747 -12%
CAM
492
Carret Asset Management
New York
$345K -$7.32K -113 -2%
SPWG
493
Syntegra Private Wealth Group
Missouri
$341K -$34.7K -535 -9%
IAN
494
Integrated Advisors Network
Texas
$340K +$340K +5,248 New
HHRDM
495
H&H Retirement Design & Management
Nevada
$337K -$675 -11 -0.2%
CTWM
496
Cherry Tree Wealth Management
Minnesota
$336K -$7.06K -109 -2%
RPCONE
497
Retirement Planning Company of New England
Rhode Island
$335K +$12.1K +187 +4%
CAM
498
Columbia Asset Management
Michigan
$332K -$80.1K -1,236 -19%
MSFS
499
Main Street Financial Solutions
Pennsylvania
$332K -$2.79K -43 -0.8%
SIS
500
Sound Income Strategies
Florida
$330K -$32.1K -496 -9%