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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 %
PF
501
Prosperitas Financial
California
$328K -$2.79K -43 -0.8%
BWP
502
Barlow Wealth Partners
Kentucky
$327K +$327K +5,049 New
EWA
503
EP Wealth Advisors
California
$327K -$48.9K -755 -13%
SWG
504
Summit Wealth Group
Vermont
$327K -$6.87K -106 -2%
IMCOOI
505
Investment Management Corp of Ontario (IMCO)
Canada
$326K +$326K +5,029 New
PA
506
Procyon Advisors
Connecticut
$321K -$131K -2,018 -29%
DI
507
DFPG Investments
Utah
$319K -$33.8K -523 -10%
KCM
508
Kathmere Capital Management
Pennsylvania
$318K -$6.68K -103 -2%
RFN
509
Redwood Financial Network
Ohio
$313K -$12.5K -193 -4%
RRA
510
Round Rock Advisors
Connecticut
$312K +$9.46K +146 +3%
DPAM
511
Degroof Petercam Asset Management
Belgium
$311K +$311K +4,800 New
I2I
512
Insight 2811 Inc
Illinois
$311K -$79.2K -1,222 -20%
RCM
513
Raleigh Capital Management
North Carolina
$310K -$24.4K -377 -7%
CWG
514
Cornerstone Wealth Group
North Carolina
$307K -$25.4K -392 -8%
KWM
515
Kingsview Wealth Management
Oregon
$307K -$36K -556 -10%
Focus Partners Wealth
516
Focus Partners Wealth
Massachusetts
$307K +$307K +4,735 New
GIA
517
Gateway Investment Advisers
Ohio
$305K -$2.28M -35,175 -88%
DDC
518
DF Dent & Co
Maryland
$305K -$49.2K -759 -14%
CB
519
Cadence Bank
Mississippi
$300K -$6.29K -97 -2%
GM
520
GeoWealth Management
Illinois
$293K +$293K +4,519 New
DAC
521
Dividend Assets Capital
South Carolina
$292K -$6.16K -95 -2%
LFAS
522
Level Four Advisory Services
Texas
$292K +$292K +4,503 New
VI
523
Vestcor Inc
New Brunswick, Canada
$291K -$8.42K -130 -3%
M1FG
524
Mach-1 Financial Group
Arkansas
$290K -$6.09K -94 -2%
SFG
525
Sovereign Financial Group
Connecticut
$290K -$6.09K -94 -2%