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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 %
MSFS
476
Main Street Financial Solutions
Pennsylvania
$361K -$29.4K -472 -8%
ACG
477
Allen Capital Group
Nebraska
$360K +$1.31K +21 +0.4%
IP
478
Ignite Planners
California
$357K -$187 -3 -0.1%
CCM
479
Cullen Capital Management
New York
$357K
SF
480
Symphony Financial
Texas
$352K +$1.32K +21 +0.4%
BNP Paribas Asset Management
481
BNP Paribas Asset Management
France
$350K -$252K -4,052 -42%
PA
482
Profund Advisors
Maryland
$346K -$7.85K -126 -2%
GC
483
Gilbert & Cook
Iowa
$344K -$1.43K -23 -0.4%
SAM
484
Shell Asset Management
Netherlands
$343K +$343K +5,501 New
PCIA
485
Prime Capital Investment Advisors
Kansas
$337K -$21.1K -338 -6%
VFA
486
Valeo Financial Advisors
Indiana
$336K
FPW
487
Flagship Private Wealth
Massachusetts
$335K -$243K -3,896 -42%
FRM
488
Fox Run Management
Connecticut
$335K +$335K +5,381 New
JWM
489
Jackson Wealth Management
Florida
$335K +$49.8K +801 +17%
UCFA
490
United Capital Financial Advisors
Texas
$331K -$12.6K -202 -4%
PAG
491
Private Advisory Group
Washington
$331K +$331K +5,319 New
CAS
492
Coppell Advisory Solutions
Texas
$330K +$73K +1,164 +28%
CAM
493
Carret Asset Management
New York
$329K
DDC
494
DF Dent & Co
Maryland
$329K -$17.1K -275 -5%
AFCM
495
Applied Finance Capital Management
Puerto Rico
$328K -$38.3K -615 -10%
HHRDM
496
H&H Retirement Design & Management
Nevada
$327K
GT
497
Greenleaf Trust
Michigan
$322K -$34.1K -547 -10%
CSPIA
498
Cary Street Partners Investment Advisory
Virginia
$316K -$15.8K -254 -5%
Rafferty Asset Management
499
Rafferty Asset Management
New York
$314K -$21.6K -346 -6%
SWG
500
Summit Wealth Group
Vermont
$314K