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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.

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 %
FFA
651
Farther Finance Advisors
California
$49.2K +$15.9K +284 +48%
PGAM
652
Princeton Global Asset Management
New Jersey
$49K
BSB
653
Bangor Savings Bank
Maine
$48K
RG
654
Retirement Group
California
$47.5K
BFS
655
Bare Financial Services
Pennsylvania
$47.4K +$34.3K +625 +260%
FHA
656
First Horizon Advisors
Tennessee
$47.1K
UB
657
UMB Bank
Missouri
$46.9K +$3.39K +60 +8%
JWA
658
JFS Wealth Advisors
Pennsylvania
$46.9K +$46.9K +831 New
HNB
659
Huntington National Bank
Ohio
$46.8K -$150K -2,654 -76%
LC
660
Lindbrook Capital
California
$46.5K -$6.27K -111 -12%
BGAI
661
Bruce G. Allen Investments
Colorado
$45.5K +$39K +691 +601%
AF
662
Advisornet Financial
Minnesota
$44.4K -$2.88M -51,054 -98%
CSWM
663
Cassady Schiller Wealth Management
Ohio
$41.8K
CAM
664
Creekmur Asset Management
Illinois
$40.7K -$32.7K -580 -45%
SOW
665
State of Wyoming
Wyoming
$40.6K +$4.46K +79 +12%
AA
666
Alta Advisers
United Kingdom
$39.5K
HNB
667
Hilltop National Bank
Wyoming
$39.5K +$39.5K +700 New
TIM
668
Tortoise Investment Management
New York
$39.3K
MWA
669
Moser Wealth Advisors
Washington
$38.4K
CSB
670
City State Bank
Iowa
$38K
HWA
671
HHM Wealth Advisors
Tennessee
$37.9K -$452 -8 -1%
OWA
672
Opal Wealth Advisors
New York
$36.7K +$36.7K +651 New
SFCL
673
Strengthening Families & Communities LLC
Massachusetts
$34K -$2.33K -41 -6%
HWA
674
Heritage Wealth Advisors
Virginia
$33.9K
PAG
675
Paladin Advisory Group
Iowa
$33.5K