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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 %
TSS
551
Two Sigma Securities
New York
$257K +$257K +3,958 New
EAM
552
Evanson Asset Management
California
$256K -$4.93K -76 -2%
MPW
553
Monterey Private Wealth
California
$256K +$130 +2 +0.1%
PCM
554
Parsons Capital Management
Rhode Island
$256K -$25.2K -389 -9%
BC
555
Bridgefront Capital
Texas
$255K +$255K +3,927 New
LA
556
LVW Advisors
New York
$253K -$5.31K -82 -2%
HI
557
Harbour Investments
Wisconsin
$252K +$37.8K +583 +18%
TWM
558
Tradition Wealth Management
Minnesota
$251K +$101K +1,563 +67%
TF
559
Tompkins Financial
New York
$250K -$5.25K -81 -2%
BSW
560
Buckingham Strategic Wealth
Missouri
$250K -$99.4K -1,534 -28%
PL
561
Plancorp LLC
Missouri
$249K -$10.8K -166 -4%
WC
562
Waterloo Capital
Texas
$249K +$249K +3,835 New
EI
563
Ellevest Inc
New York
$248K +$248K +3,827 New
AWM
564
Accurate Wealth Management
Florida
$247K -$25K -375 -9%
PWA
565
Physician Wealth Advisors
Utah
$244K -$79.4K -1,225 -25%
BCM
566
Brookstone Capital Management
Illinois
$243K -$22.5K -347 -8%
CPA
567
Capital Planning Advisors
California
$243K -$18.9K -291 -7%
CAMV
568
Concord Asset Management (Virginia)
Virginia
$242K -$5.12K -79 -2%
NRD
569
Nebula Research & Development
New York
$241K +$241K +3,713 New
IIM
570
INTECH Investment Management
Florida
$240K -$427K -6,594 -64%
CI Investments Inc
571
CI Investments Inc
Ontario, Canada
$239K +$181K +2,800 +314%
Bessemer Group
572
Bessemer Group
New Jersey
$237K -$5.56K -86 -2%
CAS
573
Coppell Advisory Solutions
Texas
$236K -$32.4K -500 -12%
NYLIM
574
New York Life Investment Management
New York
$234K +$234K +3,614 New
RFC
575
Regions Financial Corp
Alabama
$234K +$234K +3,606 New