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W.P. Carey

832 hedge funds and large institutions have $10.5B invested in W.P. Carey in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 345 increasing their positions, 271 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
832
Holders Change
-15
Holders Change %
-1.77%
% of All Funds
13.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
64
Increased
345
Reduced
271
Closed
60
Calls
$106M
Puts
$28.7M
Net Calls
+$77.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
526
Avalon Capital Management
California
$405K +$4.32K +57 +1%
RFC
527
Regions Financial Corp
Alabama
$399K -$64.2K -845 -14%
KIG
528
Kowal Investment Group
Wisconsin
$395K +$41.6K +548 +12%
HHRDM
529
H&H Retirement Design & Management
Nevada
$395K -$12.7K -179 -3%
MCM
530
MV Capital Management
Maryland
$394K
CFO
531
Colony Family Offices
North Carolina
$393K
CTA
532
Chesley Taft & Associates
Illinois
$392K
AA
533
Argent Advisors
Louisiana
$392K
RCM
534
Raleigh Capital Management
North Carolina
$391K +$152 +2 +0%
CWG
535
Cornerstone Wealth Group
North Carolina
$389K -$2.28K -30 -0.6%
M1FG
536
Mach-1 Financial Group
Arkansas
$379K -$18.8K -248 -5%
GC
537
Gilbert & Cook
Iowa
$378K +$4.55K +60 +1%
CCIA
538
Campbell & Co Investment Adviser
Maryland
$378K +$15.2K +201 +4%
CD
539
Chapin Davis
Maryland
$377K +$76 +1 +0%
HSA
540
HBK Sorce Advisory
Pennsylvania
$375K +$375K +4,942 New
PI
541
PFG Investments
New York
$374K +$374K +4,934 New
HI
542
Harbour Investments
Wisconsin
$373K -$2.88K -38 -0.8%
MSFS
543
Main Street Financial Solutions
Pennsylvania
$373K -$6.9K -91 -2%
DI
544
Diligent Investors
California
$370K +$683 +9 +0.2%
MSS
545
Mitchell Sinkler & Starr
Pennsylvania
$368K +$63.5K +837 +21%
JIC
546
Joel Isaacson & Co
New York
$367K
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$366K +$37.6K +495 +11%
AWA
548
Arkadios Wealth Advisors
Georgia
$365K -$323K -4,260 -47%
IA
549
Inspire Advisors
Idaho
$362K +$1.75K +23 +0.5%
CW
550
CreativeOne Wealth
Kansas
$360K +$84.3K +1,113 +31%