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W.P. Carey

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
576
Two Sigma Securities
New York
$309K -$424K -5,533 -58%
MSS
577
Mitchell Sinkler & Starr
Pennsylvania
$307K +$25.4K +332 +9%
AWM
578
Aspire Wealth Management
Massachusetts
$306K +$2.53K +33 +0.8%
CIM
579
Cambria Investment Management
California
$305K +$305K +3,988 New
LA
580
LVW Advisors
New York
$305K +$305K +3,987 New
FAG
581
Fortitude Advisory Group
Washington
$305K -$689 -9 -0.2%
AAA
582
Adams Asset Advisors
Texas
$302K +$302K +3,945 New
SCA
583
Snowden Capital Advisors
New York
$300K -$3.75K -49 -1%
WPW
584
Warther Private Wealth
Ohio
$298K
HPC
585
HM Payson & Co
Maine
$297K
TI
586
TTP Investments
California
$295K -$6.66K -87 -2%
PL
587
Plancorp LLC
Missouri
$295K -$5.66K -74 -2%
API
588
Advisor Partners II
California
$294K +$26.1K +341 +10%
CAAS
589
Capital Asset Advisory Services
Michigan
$292K -$145K -1,774 -33%
PWMG
590
Provence Wealth Management Group
California
$292K -$18.5K -241 -6%
CPA
591
Capital Planning Advisors
California
$291K +$4.82K +63 +2%
AFP
592
Ausdal Financial Partners
Iowa
$291K -$46.1K -602 -14%
LFG
593
Larson Financial Group
Missouri
$289K +$1.84K +24 +0.6%
CAM
594
Cresset Asset Management
Illinois
$289K +$289K +4,223 New
ACM
595
AlphaStar Capital Management
North Carolina
$288K -$27.6K -360 -9%
KWM
596
Kingsview Wealth Management
Oregon
$287K -$48.2K -629 -14%
IWP
597
IAG Wealth Partners
Wisconsin
$286K -$480K -6,277 -63%
SWM
598
Silverlake Wealth Management
Vermont
$286K +$153 +2 +0.1%
SWMP
599
Signature Wealth Management Partners
New Jersey
$285K
RBCM
600
Raub Brock Capital Management
California
$284K