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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 %
APP
626
Avantax Planning Partners
Iowa
$244K
MKA
627
M. Kulyk & Associates
Georgia
$244K +$7.35K +96 +3%
IDA
628
Intelligence Driven Advisers
California
$242K +$242K +3,063 New
SCM
629
Schnieders Capital Management
California
$241K -$39K -510 -14%
BPC
630
Banque Pictet & Cie
Switzerland
$240K -$8.34K -109 -3%
GJIA
631
Glass Jacobson Investment Advisors
Maryland
$238K +$238K +3,114 New
TMAM
632
Tokio Marine Asset Management
Japan
$236K +$3.68K +48 +2%
CFD
633
Creative Financial Designs
Indiana
$236K +$842 +11 +0.4%
REMPR
634
Roof Eidam Maycock Peralta (REMP)
California
$234K -$50.8K -664 -18%
TC
635
Titleist Capital
Texas
$234K +$995 +13 +0.4%
CNC
636
Canandaigua National Corp
New York
$233K +$233K +3,042 New
WAM
637
Walker Asset Management
Missouri
$233K +$1.38K +18 +0.6%
S
638
SignatureFD
Georgia
$232K -$73.3K -958 -24%
KeyBank National Association
639
KeyBank National Association
Ohio
$232K -$6.66K -87 -3%
AIA
640
Allied Investment Advisors
Montana
$230K
HL
641
HeadInvest LLC
Maine
$230K +$1.23K +16 +0.5%
GWANC
642
Guardian Wealth Advisors (North Carolina)
North Carolina
$229K -$4.97K -64 -2%
BJL
643
Brighton Jones LLC
Washington
$229K +$229K +2,987 New
Axa
644
Axa
France
$228K +$228K +2,976 New
AWM
645
Accurate Wealth Management
Florida
$226K -$51.9K -659 -19%
CRWM
646
Castle Rock Wealth Management
California
$226K +$226K +2,711 New
RFA
647
Register Financial Advisors
Georgia
$226K +$226K +2,950 New
WT
648
Washington Trust
Rhode Island
$226K
ARC
649
Advisor Resource Council
Texas
$225K
DWMS
650
Dominguez Wealth Management Solutions
Virginia
$225K +$225K +2,935 New