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W.P. Carey

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
676
Avior Wealth Management
Nebraska
$131K 1,939 +432 +29%
AIG
677
American International Group
New York
$128K 1,889 -212 -10%
KFS
678
Kelly Financial Services
Massachusetts
$121K 1,784
WBC
679
Westpac Banking Corp
Australia
$120K 1,781 -19,782 -92%
BWM
680
Baystate Wealth Management
Massachusetts
$120K 1,776 -414 -19%
NC
681
NewSquare Capital
Pennsylvania
$108K 1,600 -80,464 -98%
CWM
682
Cedar Wealth Management
California
$101K 1,500 +700 +88%
FMP
683
Financial Management Professionals
Texas
$100K 1,483
AA
684
Addison Advisors
Vermont
$95.4K 1,412
BONH
685
Bank of New Hampshire
New Hampshire
$93K 1,376 +231 +20%
TWC
686
TD Waterhouse Canada
Ontario, Canada
$92.6K 1,353 +753 +126%
IFAM
687
Institutional & Family Asset Management
Colorado
$89.1K 1,319
RA
688
Rise Advisors
New York
$88.4K 1,308 +2 +0.2%
LCM
689
Logan Capital Management
Pennsylvania
$87.8K 1,300
RWPA
690
Richard W. Paul & Associates
Michigan
$85.3K 1,262
SC
691
SouthState Corp
Florida
$84K 1,244 -320 -20%
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$83.7K 1,238
SCA
693
Stonebridge Capital Advisors
Minnesota
$81.6K 1,208 +313 +35%
TSWM
694
Tyler-Stone Wealth Management
Ohio
$81K 1,200 +1,200 New
MA
695
MCF Advisors
Kentucky
$77.2K 1,135
BBHC
696
Brown Brothers Harriman & Co
New York
$76.1K 1,126
WT
697
Whittier Trust
California
$74.3K 1,100
QCG
698
Quadrant Capital Group
Ohio
$73.2K 1,084 +328 +43%
DJSG
699
D.J. St. Germain
Massachusetts
$67K 992 +992 New
IBOK
700
Independence Bank of Kentucky
Kentucky
$66.2K 980 +980 New