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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 %
GWS
601
Glassman Wealth Services
Virginia
$182K -$15.2K -234 -8%
SS
602
Sunbelt Securities
Texas
$182K +$6.29K +97 +4%
M
603
MOTCO
Texas
$182K -$3.82K -59 -2%
LFA
604
Laraway Financial Advisors
Minnesota
$178K -$2.07K -32 -1%
WBC
605
Westpac Banking Corp
Australia
$177K +$34.3K +530 +24%
First Manhattan
606
First Manhattan
New York
$175K -$381K -5,874 -68%
NSIM
607
North Star Investment Management
Illinois
$173K -$20.7K -320 -11%
IWP
608
IAG Wealth Partners
Wisconsin
$168K -$24.6K -380 -13%
BEI
609
Benjamin Edwards Inc
Missouri
$168K -$10.4K -161 -6%
AWM
610
AllSquare Wealth Management
New York
$165K -$3.44K -53 -2%
WT
611
Washington Trust
Rhode Island
$160K -$30.9K -476 -16%
SSB
612
Sandy Spring Bank
Maryland
$158K +$16.5K +255 +12%
CTC
613
Central Trust Company
Missouri
$157K -$3.31K -51 -2%
QCG
614
Quadrant Capital Group
Ohio
$150K +$60.7K +936 +68%
PA
615
Parallel Advisors
California
$149K -$7.91K -122 -5%
GJIA
616
Glass Jacobson Investment Advisors
Maryland
$148K -$3.11K -48 -2%
POIA
617
Pin Oak Investment Advisors
Texas
$138K -$2.89K -44 -2%
CFD
618
Creative Financial Designs
Indiana
$137K -$27.1K -418 -17%
SWM
619
Spire Wealth Management
Virginia
$134K -$2.82K -43 -2%
NFA
620
Northwest Financial Advisors
Virginia
$132K +$132K +2,030 New
MTIC
621
Missouri Trust & Investment Company
Missouri
$130K -$55.7K -859 -30%
BI
622
Bramshill Investments
Florida
$127K -$2.35M -37,409 -95%
SIC
623
Salem Investment Counselors
North Carolina
$126K -$2.63K -40 -2%
AWM
624
Avior Wealth Management
Nebraska
$125K -$18.8K -290 -13%
PA
625
PSI Advisors
Florida
$120K -$60.6K -935 -34%