WPC icon

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 %
CSPIA
651
Cary Street Partners Investment Advisory
Virginia
$48.7K 893 -4,180 -82%
HI
652
Hoey Investments
Pennsylvania
$48.3K 887 +887 New
PIM
653
Plato Investment Management
Australia
$48K 877 +877 New
IBOK
654
Independence Bank of Kentucky
Kentucky
$47.9K 880
BFS
655
Bare Financial Services
Pennsylvania
$47.1K 865
BSB
656
Bangor Savings Bank
Maine
$46.3K 850
BTI
657
Blue Trust Inc
Georgia
$46.3K 849 -710 -46%
FDW
658
Fourth Dimension Wealth
Ohio
$43.6K 800 +800 New
RI
659
Ridgewood Investments
New Jersey
$40.9K 750
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$40.8K 749 +98 +15%
AA
661
Ancora Advisors
Ohio
$40.5K 743 -321 -30%
Bessemer Group
662
Bessemer Group
New Jersey
$40K 741 +402 +119%
PA
663
PSI Advisors
Florida
$38.6K 709
TIM
664
Tortoise Investment Management
New York
$38K 697
FMP
665
Financial Management Professionals
Texas
$37.9K 696 -510 -42%
WWA
666
Wingate Wealth Advisors
Massachusetts
$36.7K 673 +673 New
MEG
667
Millstone Evans Group
Colorado
$36.6K 672 +672 New
QC
668
Quent Capital
New York
$36.2K 664 -69 -9%
FFO
669
Fortitude Family Office
Arizona
$35.5K 651 -29 -4%
ME
670
McIlrath & Eck
Washington
$33.5K 614
PAG
671
Paladin Advisory Group
Iowa
$32.6K 598
HAS
672
HBW Advisory Services
California
$32.1K 589 -3,583 -86%
SFCL
673
Strengthening Families & Communities LLC
Massachusetts
$32K 591 -26 -4%
NECFA
674
New England Capital Financial Advisors
Connecticut
$31.7K 583
MA
675
Montag & Associates
Georgia
$31.6K 570