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W.P. Carey

767 hedge funds and large institutions have $8.71B invested in W.P. Carey in 2024 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 264 increasing their positions, 290 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
11.12%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
75
Increased
264
Reduced
290
Closed
74
Calls
$81.5M
Puts
$39.1M
Net Calls
+$42.4M
Net Calls Change
-$65.6M
Name Holding Trade Value Shares
Change
Shares
Change %
C
626
Covestor
United Kingdom
$81K +$3.54K +63 +5%
IA
627
IFP Advisors
Florida
$80.6K -$94.5K -1,673 -54%
IFAM
628
Institutional & Family Asset Management
Colorado
$74.4K
LCM
629
Logan Capital Management
Pennsylvania
$73.4K
GI
630
GAMMA Investing
California
$72.4K +$15.2K +269 +27%
JWM
631
Janiczek Wealth Management
Colorado
$71.7K +$16.8K +296 +31%
SC
632
SouthState Corp
Florida
$70.2K
BBHC
633
Brown Brothers Harriman & Co
New York
$67.8K
TSWM
634
Tyler-Stone Wealth Management
Ohio
$67.7K
AA
635
Addison Advisors
Vermont
$65.1K -$7.06K -125 -10%
MTIC
636
Missouri Trust & Investment Company
Missouri
$64.1K -$48.8K -865 -43%
CA
637
CoreCap Advisors
Michigan
$63.9K +$63.9K +1,132 New
WT
638
Whittier Trust
California
$62.1K
AA
639
Ancora Advisors
Ohio
$58.3K -$18.2K -323 -24%
SIC
640
Salem Investment Counselors
North Carolina
$57.3K -$53.1K -926 -48%
DJSG
641
D.J. St. Germain
Massachusetts
$56K
BONH
642
Bank of New Hampshire
New Hampshire
$54.5K -$15.8K -280 -22%
KFI
643
Key Financial Inc
Pennsylvania
$54.3K
CPBTD
644
Central Pacific Bank - Trust Division
Hawaii
$53.9K +$53.9K +961 New
BEI
645
Benjamin Edwards Inc
Missouri
$52K -$94.9K -1,677 -65%
CAL
646
Capital Analysts LLC
Pennsylvania
$52K +$280 +5 +0.5%
MA
647
MCF Advisors
Kentucky
$50.7K
National Bank of Canada
648
National Bank of Canada
Quebec, Canada
$50.6K -$6.31K -108 -11%
QC
649
Quent Capital
New York
$50K -$4.69K -83 -9%
IBOK
650
Independence Bank of Kentucky
Kentucky
$49.7K