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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 %
AW
501
Avion Wealth
Texas
$444K
RFN
502
Redwood Financial Network
Ohio
$442K +$48.2K +630 +12%
NGA
503
Naples Global Advisors
Florida
$442K -$18.6K -240 -4%
AWE
504
Avidian Wealth Enterprises
Texas
$440K +$440K +5,751 New
Allspring Global Investments
505
Allspring Global Investments
North Carolina
$431K -$17.5K -228 -4%
GCM
506
Gallacher Capital Management
Colorado
$430K +$430K +5,621 New
Caisse de Depot et Placement du Quebec (CDPQ)
507
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$428K +$428K +5,586 New
LMKC
508
L.M. Kohn & Company
Ohio
$427K -$235K -3,068 -35%
NW
509
NewEdge Wealth
Pennsylvania
$422K +$155K +2,022 +58%
SAG
510
SageView Advisory Group
California
$422K +$422K +5,511 New
VFA
511
Valeo Financial Advisors
Indiana
$421K -$8.34K -109 -2%
WFS
512
Widmann Financial Services
Maryland
$421K +$77 +1 +0%
WDC
513
Woodward Diversified Capital
California
$420K -$70.1K -916 -14%
FHA
514
Flagship Harbor Advisors
Massachusetts
$420K +$1.53K +20 +0.4%
DA
515
Detalus Advisors
Missouri
$414K
CG
516
Colony Group
Massachusetts
$412K -$556K -7,264 -57%
SFA
517
Sequoia Financial Advisors
Ohio
$408K +$40.8K +533 +11%
ACM
518
Avalon Capital Management
California
$404K +$34.1K +445 +9%
M1FG
519
Mach-1 Financial Group
Arkansas
$402K +$77 +1 +0%
Lido Advisors
520
Lido Advisors
California
$401K +$2.68K +35 +0.7%
MCM
521
MV Capital Management
Maryland
$397K
CFO
522
Colony Family Offices
North Carolina
$396K
CTA
523
Chesley Taft & Associates
Illinois
$396K
CWG
524
Cornerstone Wealth Group
North Carolina
$395K -$30.5K -399 -7%
AA
525
Argent Advisors
Louisiana
$395K