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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 %
TWM
551
Thrive Wealth Management
Pennsylvania
$357K +$11.5K +152 +3%
SSG
552
Summit Securities Group
New York
$356K -$15.5K -204 -4%
DA
553
Detalus Advisors
Missouri
$355K -$55.3K -729 -13%
RPCONE
554
Retirement Planning Company of New England
Rhode Island
$353K +$18K +237 +5%
CIM
555
Cambria Investment Management
California
$353K +$50.4K +665 +17%
DAC
556
Dividend Assets Capital
South Carolina
$352K
AFP
557
Ausdal Financial Partners
Iowa
$351K +$62.7K +826 +22%
WS
558
Wedbush Securities
California
$349K +$986 +13 +0.3%
BAG
559
Bridgewealth Advisory Group
California
$348K -$162K -2,137 -32%
CAMV
560
Concord Asset Management (Virginia)
Virginia
$343K +$124K +1,638 +57%
IF
561
Intrua Financial
Texas
$342K +$2.38K +34 +0.7%
BCM
562
Beck Capital Management
Texas
$341K -$2.5K -33 -0.7%
KMWM
563
Keudell/Morrison Wealth Management
Oregon
$340K -$10.8K -143 -3%
WP
564
WealthSpring Partners
California
$338K
MIM
565
MetLife Investment Management
New Jersey
$335K +$4.78K +63 +1%
ACI
566
Alpha Cubed Investments
California
$333K -$11.6K -153 -3%
PCM
567
Parsons Capital Management
Rhode Island
$333K
BCM
568
BTC Capital Management
Iowa
$333K -$57.7K -761 -15%
CWA
569
Clearview Wealth Advisors
Oregon
$329K -$142K -1,869 -30%
GAM
570
Garrison Asset Management
Arkansas
$328K +$228 +3 +0.1%
VBFG
571
Vishria Bird Financial Group
Tennessee
$328K
MGIA
572
Moneta Group Investment Advisors
Missouri
$328K +$28.1K +371 +9%
CFGS
573
Concourse Financial Group Securities
Alabama
$325K -$44.7K -581 -12%
BMSSC
574
B. Metzler seel. Sohn & Co
Germany
$323K
AA
575
Ancora Advisors
Ohio
$319K +$2.81K +37 +0.9%