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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, 231 increasing their positions, 309 reducing their positions, and 76 closing their positions.

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
231
Reduced
309
Closed
76
Calls
$169M
Puts
$61.4M
Net Calls
+$108M
Net Calls Change
-$19M
Name Market Value Shares Shares
Change
Shares
Change %
QC
651
Quent Capital
New York
$62.8K 969 +235 +32%
GI
652
GAMMA Investing
California
$62.8K 1,013 +1,013 New
KFI
653
Key Financial Inc
Pennsylvania
$62.4K 962
LC
654
Lindbrook Capital
California
$60.6K 935 +96 +11%
CAL
655
Capital Analysts LLC
Pennsylvania
$60K 925 +9 +1%
BTI
656
Blue Trust Inc
Georgia
$59K 1,087 +349 +47%
MA
657
MCF Advisors
Kentucky
$58.2K 891
MA
658
Montag & Associates
Georgia
$57.1K 870 +300 +53%
IBOK
659
Independence Bank of Kentucky
Kentucky
$57K 880 -100 -10%
PGAM
660
Princeton Global Asset Management
New Jersey
$56.3K 869
BSB
661
Bangor Savings Bank
Maine
$55.1K 850 -1,150 -58%
NC
662
NewSquare Capital
Pennsylvania
$54.6K 843 -283 -25%
RG
663
Retirement Group
California
$54.6K 842 +277 +49%
FHA
664
First Horizon Advisors
Tennessee
$54.1K 835
BF
665
BOK Financial
Oklahoma
$50.7K 783 +500 +177%
UB
666
UMB Bank
Missouri
$50K 771 -2 -0.3%
CSWM
667
Cassady Schiller Wealth Management
Ohio
$48K 740
BC
668
Barrett & Company
Rhode Island
$45.5K 702
AA
669
Alta Advisers
United Kingdom
$45.4K 700
NFSG
670
Newbridge Financial Services Group
Florida
$45.4K 700
TIM
671
Tortoise Investment Management
New York
$45.2K 697
MWA
672
Moser Wealth Advisors
Washington
$44.1K 681
HWA
673
HHM Wealth Advisors
Tennessee
$44.1K 680
CSB
674
City State Bank
Iowa
$44K 682
T
675
Tidemark
California
$42.3K 653 +653 New