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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 %
HDIM
701
Hanson & Doremus Investment Management
Vermont
$66K 983 -474 -33%
KFI
702
Key Financial Inc
Pennsylvania
$65K 962
KTC
703
Kistler-Tiffany Companies
Pennsylvania
$63.5K 940 -34 -3%
CCM
704
Chilton Capital Management
Texas
$63.4K 939
EWA
705
EverSource Wealth Advisors
Alabama
$62.2K 921 -51 -5%
CAL
706
Capital Analysts LLC
Pennsylvania
$62K 910 +6 +0.7%
BTI
707
Blue Trust Inc
Georgia
$59K 756 -121 -14%
PGAM
708
Princeton Global Asset Management
New Jersey
$58.7K 869
CAC
709
Certified Advisory Corp
Florida
$58.7K 869 -793 -48%
CI Investments Inc
710
CI Investments Inc
Ontario, Canada
$57K 839 -8 -0.9%
BWP
711
Baldwin Wealth Partners
Massachusetts
$54K 800
QC
712
Quent Capital
New York
$53.8K 796
Bank Julius Baer & Co
713
Bank Julius Baer & Co
Switzerland
$53K 788 -11 -1%
HWA
714
Heritage Wealth Advisors
Virginia
$50.8K 752
RI
715
Ridgewood Investments
New Jersey
$50.7K 750
UB
716
UMB Bank
Missouri
$50K 740
CSWM
717
Cassady Schiller Wealth Management
Ohio
$50K 740 +740 New
BC
718
Barrett & Company
Rhode Island
$47.4K 702
NFSG
719
Newbridge Financial Services Group
Florida
$47.3K 700 +216 +45%
AA
720
Alta Advisers
United Kingdom
$47.3K 700 +700 New
TIM
721
Tortoise Investment Management
New York
$47.1K 697
MWA
722
Moser Wealth Advisors
Washington
$46K 681 +681 New
CSB
723
City State Bank
Iowa
$46K 682
HWA
724
HHM Wealth Advisors
Tennessee
$45.9K 680
BWS
725
Buck Wealth Strategies
Colorado
$45.7K 677