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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 %
SFCL
676
Strengthening Families & Communities LLC
Massachusetts
$41.5K 640 +7 +1%
SOW
677
State of Wyoming
Wyoming
$41.5K 640 +66 +11%
GA
678
GoalVest Advisory
New York
$41K 632 -11,889 -95%
PWMG
679
Provence Wealth Management Group
California
$40.5K 626 -232 -27%
HWA
680
Heritage Wealth Advisors
Virginia
$38.9K 600 -152 -20%
PAG
681
Paladin Advisory Group
Iowa
$38.8K 598
FFA
682
Farther Finance Advisors
California
$38.4K 593 -68 -10%
NECFA
683
New England Capital Financial Advisors
Connecticut
$37.8K 583
TCG
684
Transcendent Capital Group
Oklahoma
$36.4K 562 +562 New
ME
685
McIlrath & Eck
Washington
$36.4K 562 -48 -8%
MSFP
686
Mark Sheptoff Financial Planning
Connecticut
$36.2K 558
WWM
687
Wolff Wiese Magana
California
$35.8K 552 +2 +0.4%
RDFA
688
Ritter Daniher Financial Advisory
Ohio
$35.2K 543
HGERS
689
Householder Group Estate & Retirement Specialist
Arizona
$34K 528
RFA
690
Resurgent Financial Advisors
Georgia
$33K 509
EC
691
EdgeRock Capital
Colorado
$32.4K 526 +526 New
HDIM
692
Hanson & Doremus Investment Management
Vermont
$32K 500 -103 -17%
FIA
693
FNY Investment Advisers
New York
$32K 500 +500 New
GI
694
Gradient Investments
Minnesota
$31.7K 489
TIM
695
Thompson Investment Management
Wisconsin
$28.3K 436 +87 +25%
CBT
696
Central Bank & Trust
Kentucky
$27.6K 426 +426 New
HCP
697
Hexagon Capital Partners
Arkansas
$27.4K 422 -63 -13%
FUBT
698
First United Bank & Trust
Maryland
$26.9K 415 +415 New
EC
699
EntryPoint Capital
New York
$26.4K 408 +408 New
LWANC
700
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.7K 396