WPC icon

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 %
WFS
501
Widmann Financial Services
Maryland
$311K -$47.3K -760 -13%
BEI
502
Benjamin Edwards Inc
Missouri
$310K +$253K +4,062 +444%
MFIM
503
Mesirow Financial Investment Management
Illinois
$310K -$280K -4,500 -48%
SAG
504
SageView Advisory Group
California
$307K -$26.4K -424 -8%
BWP
505
Barlow Wealth Partners
Kentucky
$303K
TPA
506
Trivium Point Advisory
Connecticut
$303K -$49K -885 -14%
SIS
507
Sound Income Strategies
Florida
$303K -$3.12K -50 -1%
RRA
508
Round Rock Advisors
Connecticut
$302K -$10.7K -171 -3%
EH
509
Equitable Holdings
New York
$301K -$32.3K -519 -10%
Credit Agricole
510
Credit Agricole
France
$299K
SI
511
Seeds Investor
New York
$299K +$39.4K +633 +15%
AG
512
AIA Group
Hong Kong
$297K
CWM
513
Cordatus Wealth Management
Pennsylvania
$295K -$810 -13 -0.3%
CAM
514
Columbia Asset Management
Michigan
$294K
NWM
515
Napa Wealth Management
California
$294K +$48.5K +778 +20%
CTWM
516
Cherry Tree Wealth Management
Minnesota
$293K
WDC
517
Woodward Diversified Capital
California
$293K -$12.7K -204 -4%
HH
518
Hilltop Holdings
Texas
$291K +$291K +4,670 New
FTDI
519
First Trust Direct Indexing
Massachusetts
$289K -$6.42K -103 -2%
JIC
520
Joel Isaacson & Co
New York
$285K -$31.2K -500 -10%
RPCONE
521
Retirement Planning Company of New England
Rhode Island
$284K -$76.6K -1,230 -21%
EGM
522
Engineers Gate Manager
New York
$282K -$1.26M -20,293 -82%
RFC
523
Regions Financial Corp
Alabama
$281K +$281K +4,517 New
KWA
524
Kingswood Wealth Advisors
California
$280K -$150K -2,393 -35%
DAC
525
Dividend Assets Capital
South Carolina
$280K