WPC icon

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 %
GAM
626
Groupama Asset Management
France
$119K +$119K +3,638 New
BWM
627
Baystate Wealth Management
Massachusetts
$117K -$1.56K -24 -1%
EWA
628
EverSource Wealth Advisors
Alabama
$116K +$51.7K +797 +80%
KFS
629
Kelly Financial Services
Massachusetts
$116K -$2.4K -37 -2%
PS
630
Planned Solutions
California
$100K +$100K +1,543 New
FMP
631
Financial Management Professionals
Texas
$97K -$1.43K -22 -1%
C
632
Covestor
United Kingdom
$89K +$37.5K +581 +73%
FGAM
633
Financial Gravity Asset Management
Texas
$88.1K +$88.1K +1,359 New
AA
634
Ancora Advisors
Ohio
$87.8K -$191K -2,943 -68%
IFAM
635
Institutional & Family Asset Management
Colorado
$85.5K -$1.82K -28 -2%
RA
636
Rise Advisors
New York
$85.2K -$1.56K -24 -2%
CAM
637
Creekmur Asset Management
Illinois
$84.3K +$84.3K +1,301 New
LCM
638
Logan Capital Management
Pennsylvania
$84.3K -$1.75K -27 -2%
AA
639
Addison Advisors
Vermont
$82.9K -$10.6K -163 -11%
BONH
640
Bank of New Hampshire
New Hampshire
$80.8K -$10.3K -159 -11%
SC
641
SouthState Corp
Florida
$80.6K -$1.69K -26 -2%
BBHC
642
Brown Brothers Harriman & Co
New York
$77.9K -$1.62K -25 -2%
TSWM
643
Tyler-Stone Wealth Management
Ohio
$77.8K -$1.62K -25 -2%
WT
644
Whittier Trust
California
$71.3K -$2.07K -32 -3%
FDCDDQ
645
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.5K -$769K -11,864 -92%
RFG
646
REAP Financial Group
Texas
$66.8K +$66.8K +1,031 New
DGAM
647
Desjardins Global Asset Management
Quebec, Canada
$66.6K -$21.8K -336 -25%
DJSG
648
D.J. St. Germain
Massachusetts
$64.3K -$1.36K -21 -2%
National Bank of Canada
649
National Bank of Canada
Quebec, Canada
$64.2K +$4.28K +65 +7%
JWM
650
Janiczek Wealth Management
Colorado
$63.1K +$45.1K +691 +250%