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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 %
FHA
526
Flagship Harbor Advisors
Massachusetts
$289K -$11.1K -172 -4%
RA
527
RFG Advisory
Alabama
$289K -$94.8K -1,462 -25%
CIBC Private Wealth Group
528
CIBC Private Wealth Group
Georgia
$288K -$53.7K -829 -16%
CSPIA
529
Cary Street Partners Investment Advisory
Virginia
$284K -$6.74K -104 -2%
LMKC
530
L.M. Kohn & Company
Ohio
$283K +$13.9K +215 +5%
MCM
531
MV Capital Management
Maryland
$278K -$58.4K -901 -17%
Lido Advisors
532
Lido Advisors
California
$278K -$36.1K -550 -12%
GAM
533
Garrison Asset Management
Arkansas
$275K -$5.51K -85 -2%
PJWM
534
Philip James Wealth Mangement
Georgia
$274K +$274K +4,232 New
TCM
535
Telos Capital Management
California
$274K +$274K +4,230 New
LFG
536
Larson Financial Group
Missouri
$273K +$11.3K +174 +4%
WS
537
Wedbush Securities
California
$271K -$22.1K -341 -8%
GIA
538
Guyasuta Investment Advisors
Pennsylvania
$271K -$175K -2,696 -39%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$268K -$5.65K -87 -2%
SLWA
540
San Luis Wealth Advisors
California
$265K -$5.58K -86 -2%
VF
541
Virtu Financial
New York
$265K +$265K +4,083 New
HPC
542
HM Payson & Co
Maine
$265K -$5.57K -86 -2%
GWMR
543
GC Wealth Management RIA
Massachusetts
$265K +$265K +4,083 New
CAGAS
544
Capital Advisory Group Advisory Services
Minnesota
$265K -$5.57K -86 -2%
CFGS
545
Concourse Financial Group Securities
Alabama
$264K +$11.2K +171 +4%
KIG
546
Kowal Investment Group
Wisconsin
$264K -$80.8K -1,247 -23%
AWM
547
Aspire Wealth Management
Massachusetts
$262K -$2.66K -41 -1%
WAM
548
Wolverine Asset Management
Illinois
$262K -$3.4M -52,479 -93%
NWM
549
Napa Wealth Management
California
$261K +$261K +4,022 New
CWA
550
Clearview Wealth Advisors
Oregon
$258K -$10.3K -159 -4%