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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 %
DAM
726
Delta Asset Management
Tennessee
$13K 200
HGA
727
Hobbs Group Advisors
South Carolina
$13K 200 +200 New
CNBTD
728
Citizens National Bank Trust Department
Mississippi
$12.6K 195
RL
729
Rogco LP
Oklahoma
$12.3K 190
PFBT
730
Parkside Financial Bank & Trust
Missouri
$12.3K 189 +118 +166%
CIA
731
Cape Investment Advisory
Georgia
$11.8K 181 +3 +2%
CCM
732
Chilton Capital Management
Texas
$11.7K 180
PO
733
Private Ocean
California
$11.5K 178
MRCM
734
M&R Capital Management
New Jersey
$11.5K 177 +36 +26%
TPCW
735
TD Private Client Wealth
New York
$10.9K 168
MSG
736
Main Street Group
Virginia
$10.4K 160 +160 New
SAG
737
Spotlight Asset Group
Illinois
$10.3K 190
FP
738
Financial Perspectives
Minnesota
$10.2K 158
RIM
739
Rakuten Investment Management
Japan
$10K 153 +153 New
BAM
740
Byrne Asset Management
New Jersey
$10K 160 +10 +7%
IHWM
741
Iron Horse Wealth Management
Iowa
$9.72K 150
BCM
742
Blume Capital Management
California
$8.69K 134 -134 -50%
BIA
743
Bell Investment Advisors
California
$8.62K 133 -94 -41%
MHR
744
Matthew Hamilton Rosenberg
$8.36K 129
FCT
745
First Community Trust
Iowa
$7.78K 120
BGAI
746
Bruce G. Allen Investments
Colorado
$7.45K 115 +115 New
CHA
747
Carmichael Hill & Associates
Maryland
$6.74K 104
CA
748
Clearstead Advisors
Ohio
$6.48K 100 -514 -84%
PWA
749
Provenance Wealth Advisors
Florida
$6.48K 100
BWL
750
Bogart Wealth LLC
Virginia
$6.48K 100 +83 +488%