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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.

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 Market Value Shares Shares
Change
Shares
Change %
NECFA
701
New England Capital Financial Advisors
Connecticut
$36.3K 583
MA
702
Montag & Associates
Georgia
$36K 570
GA
703
GoalVest Advisory
New York
$35.6K 571 -2,750 -83%
HWA
704
HHM Wealth Advisors
Tennessee
$34K 545
CSB
705
City State Bank
Iowa
$32.3K 518 -164 -24%
HGERS
706
Householder Group Estate & Retirement Specialist
Arizona
$32K 528
RTC
707
Riverview Trust Company
Washington
$30.7K 493
VCM
708
Versant Capital Management
Arizona
$30.7K 493 +15 +3%
CA
709
Claris Advisors
Missouri
$28.4K 455 +455 New
HCP
710
Hexagon Capital Partners
Arkansas
$26.3K 422
ACM
711
Aster Capital Management
United Arab Emirates
$26.2K 421 +421 New
C
712
Covestor
United Kingdom
$26K 415 -712 -63%
FUBT
713
First United Bank & Trust
Maryland
$25.9K 415
HWA
714
Heritage Wealth Advisors
Virginia
$25K 402
ETS
715
ESL Trust Services
New York
$24.9K 400
LWANC
716
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.7K 396
BIG
717
Brooklyn Investment Group
New York
$23.9K 383 +383 New
RWPA
718
Richard W. Paul & Associates
Michigan
$23.1K 370
HGA
719
Hobbs Group Advisors
South Carolina
$21.9K 351 +151 +76%
TIM
720
Thompson Investment Management
Wisconsin
$21.7K 349
CAM
721
Creekmur Asset Management
Illinois
$21.7K 348
RF
722
Robbins Farley
New Hampshire
$21.5K 345
Bessemer Group
723
Bessemer Group
New Jersey
$21K 339 -71 -17%
FNWA
724
Financial Network Wealth Advisors
Utah
$19.7K 316 +18 +6%
NRG
725
Nemes Rush Group
Michigan
$18.7K 331