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W.P. Carey

775 hedge funds and large institutions have $8.17B invested in W.P. Carey in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 266 increasing their positions, 286 reducing their positions, and 107 closing their positions.

Holders
775
Holders Change
-17
Holders Change %
-2.15%
% of All Funds
10.32%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
103
Increased
266
Reduced
286
Closed
107
Calls
$54.9M
Puts
$45.1M
Net Calls
+$9.85M
Net Calls Change
-$2M
Name Market Value Shares Shares
Change
Shares
Change %
TC
626
Truvestments Capital
Florida
$71.4K 1,311 -1,181 -47%
LCM
627
Logan Capital Management
Pennsylvania
$70.8K 1,300
FWM
628
FSA Wealth Management
Massachusetts
$70.7K 1,298
AAM
629
Advisors Asset Management
Colorado
$70K 1,284 +614 +92%
WAS
630
Winch Advisory Services
Wisconsin
$69.1K 1,268 +1,268 New
SC
631
SouthState Corp
Florida
$67.8K 1,244
TFIPS
632
Towarzystwo Funduszy Inwestycyjnych PZU SA
$63.7K 1,170 +470 +67%
AA
633
Addison Advisors
Vermont
$61.9K 1,136
MTIC
634
Missouri Trust & Investment Company
Missouri
$61.8K 1,135
WT
635
Whittier Trust
California
$59.9K 1,100
AWM
636
Avior Wealth Management
Nebraska
$58.8K 1,079 -347 -24%
GJIA
637
Glass Jacobson Investment Advisors
Maryland
$58.1K 1,067 -433 -29%
RF
638
Roxbury Financial
New Jersey
$57.9K 1,014 +1,014 New
SIC
639
Salem Investment Counselors
North Carolina
$55.4K 1,000
DJSG
640
D.J. St. Germain
Massachusetts
$54K 992
KFI
641
Key Financial Inc
Pennsylvania
$54K 991 +22 +2%
National Bank of Canada
642
National Bank of Canada
Quebec, Canada
$54K 990 -54,932 -98%
HNB
643
Huntington National Bank
Ohio
$54K 991 +89 +10%
SAM
644
Smartleaf Asset Management
Massachusetts
$52.6K 964 +110 +13%
EB
645
Eastern Bank
Massachusetts
$52.6K 965
CPBTD
646
Central Pacific Bank - Trust Division
Hawaii
$52.4K 961
CAL
647
Capital Analysts LLC
Pennsylvania
$52K 950 +7 +0.7%
QL
648
Quarry LP
New York
$50.3K 924 +924 New
WWM
649
Wolff Wiese Magana
California
$50.2K 921 +3 +0.3%
MA
650
MCF Advisors
Kentucky
$49K 891