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W.P. Carey

847 hedge funds and large institutions have $12B invested in W.P. Carey in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 331 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+55
Holders Change %
+6.94%
% of All Funds
13.67%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
125
Increased
331
Reduced
251
Closed
56
Calls
$91.3M
Puts
$37M
Net Calls
+$54.3M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
726
TCI Wealth Advisors
Arizona
$82.8K -$6.66K -87 -7%
GMA
727
Glassy Mountain Advisors
Maryland
$78.2K +$78.2K +1,021 New
KTC
728
Kistler-Tiffany Companies
Pennsylvania
$76.1K
GI
729
Gradient Investments
Minnesota
$73K -$7.8K -102 -10%
SCA
730
Stonebridge Capital Advisors
Minnesota
$71.9K
TFS
731
TrustCore Financial Services
Tennessee
$71.6K
JWM
732
Janiczek Wealth Management
Colorado
$70.4K -$22.2K -270 -24%
PGAM
733
Princeton Global Asset Management
New Jersey
$68K
CAL
734
Capital Analysts LLC
Pennsylvania
$65K +$10.1K +132 +18%
BTI
735
Blue Trust Inc
Georgia
$64K +$11.6K +170 +22%
Bank Julius Baer & Co
736
Bank Julius Baer & Co
Switzerland
$63K +$694 +9 +1%
HWA
737
Heritage Wealth Advisors
Virginia
$62.8K
BWP
738
Baldwin Wealth Partners
Massachusetts
$62.5K
CWM
739
Cedar Wealth Management
California
$62.5K
PWMG
740
Prestige Wealth Management Group
New Jersey
$62.5K +$62.5K +806 New
QC
741
Quent Capital
New York
$60.6K +$17.4K +227 +40%
SBL
742
Sargent Bickham Lagudis
Colorado
$60.1K +$689 +9 +1%
CSPAM
743
Cary Street Partners Asset Management
Virginia
$59.3K
HNWAG
744
High Net Worth Advisory Group
Florida
$58.4K
UB
745
UMB Bank
Missouri
$57K
SWM
746
Spire Wealth Management
Virginia
$55K +$77 +1 +0.1%
BC
747
Barrett & Company
Rhode Island
$54.9K
TIM
748
Tortoise Investment Management
New York
$54.5K +$17.2K +225 +46%
QCG
749
Quadrant Capital Group
Ohio
$54.2K -$113K -1,472 -67%
TWC
750
TD Waterhouse Canada
Ontario, Canada
$52.3K +$4.49K +57 +9%