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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 %
BCMLT
701
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.1K 465
VCM
702
Versant Capital Management
Arizona
$24.6K 379 -4 -1%
RWPA
703
Richard W. Paul & Associates
Michigan
$24K 370
RF
704
Robbins Farley
New Hampshire
$22.4K 345
NRG
705
Nemes Rush Group
Michigan
$21.5K 331
FBC
706
Fairfield, Bush & Co
Connecticut
$21.1K 325 +325 New
DCM
707
Davis Capital Management
Florida
$20.5K 316 +316 New
HFM
708
Harvest Fund Management
China
$20K 302
RFG
709
RFP Financial Group
Georgia
$19.8K 305 +78 +34%
CWM
710
Cedar Wealth Management
California
$19.4K 300
TFIPS
711
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.4K 300 +300 New
TCOV
712
Trust Company of Vermont
Vermont
$18.9K 291
CC
713
Centiva Capital
New York
$18.7K 288 +288 New
GIA
714
GHP Investment Advisors
Colorado
$18.5K 285
MPWT
715
MassMutual Private Wealth & Trust
Connecticut
$18.3K 282 +140 +99%
SFA
716
Semmax Financial Advisors
North Carolina
$17.7K 316
VF
717
VitalStone Financial
Texas
$17K 259
BFS
718
Bare Financial Services
Pennsylvania
$15.6K 240 +240 New
AWM
719
Ameliora Wealth Management
Switzerland
$14.9K 230
DPW
720
DiNuzzo Private Wealth
Pennsylvania
$14.7K 227 +227 New
CWA
721
Core Wealth Advisors
Florida
$14.6K 225
BCMIO
722
Beacon Capital Management Inc (Ohio)
Ohio
$14.5K 224
CPG
723
Cornerstone Planning Group
New Jersey
$13.1K 202 -162 -45%
TSW
724
Thompson Siegel & Walmsley
Virginia
$13K 203
ST
725
Smithfield Trust
Pennsylvania
$13K 200