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W.P. Carey

792 hedge funds and large institutions have $8.98B invested in W.P. Carey in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 279 increasing their positions, 297 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
11.46%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
89
Increased
279
Reduced
297
Closed
60
Calls
$66.1M
Puts
$54.2M
Net Calls
+$11.9M
Net Calls Change
-$9.84M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
676
Huntington National Bank
Ohio
$56.2K +$2.68K +43 +5%
MA
677
MCF Advisors
Kentucky
$56K
IBOK
678
Independence Bank of Kentucky
Kentucky
$54.8K
RFS
679
Richardson Financial Services
Massachusetts
$54.3K +$27.2K +463 +100%
PGAM
680
Princeton Global Asset Management
New Jersey
$54.1K
BFS
681
Bare Financial Services
Pennsylvania
$53.9K
SAM
682
Smartleaf Asset Management
Massachusetts
$53.6K +$33K +526 +160%
BSB
683
Bangor Savings Bank
Maine
$53K
Allspring Global Investments
684
Allspring Global Investments
North Carolina
$51.3K +$21.2K +341 +71%
MCM
685
MV Capital Management
Maryland
$47.5K -$78K -1,252 -62%
RI
686
Ridgewood Investments
New Jersey
$46.7K
QC
687
Quent Capital
New York
$45.7K -$12.1K -194 -21%
PA
688
PSI Advisors
Florida
$44.1K
HNB
689
Hilltop National Bank
Wyoming
$43.6K
TFIPS
690
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.6K +$24.9K +400 +133%
TIM
691
Tortoise Investment Management
New York
$43.4K
FFO
692
Fortitude Family Office
Arizona
$42.4K +$38.4K +616 +963%
AAM
693
Advisors Asset Management
Colorado
$41.7K +$10.5K +168 +33%
AFWM
694
Abich Financial Wealth Management
Virginia
$41.6K +$39.9K +641 +2,374%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$40.6K +$10.7K +172 +36%
MW
696
Maia Wealth
Colorado
$40.5K +$40.5K +650 New
SFCL
697
Strengthening Families & Communities LLC
Massachusetts
$38.5K +$561 +9 +1%
ME
698
McIlrath & Eck
Washington
$38.3K -$4.3K -69 -10%
PAG
699
Paladin Advisory Group
Iowa
$37.3K
TCG
700
Transcendent Capital Group
Oklahoma
$36.6K +$561 +9 +2%