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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 %
RDFA
726
Ritter Daniher Financial Advisory
Ohio
$18.3K 293 -250 -46%
GIA
727
GHP Investment Advisors
Colorado
$17.8K 285
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.1K 270
VF
729
VitalStone Financial
Texas
$16.6K 267 +4 +2%
GSEP
730
Golden State Equity Partners
California
$16.6K 266 +266 New
PFBT
731
Parkside Financial Bank & Trust
Missouri
$15.1K 242 +9 +4%
VWM
732
Venturi Wealth Management
Texas
$14.8K 238 +31 +15%
TPCW
733
TD Private Client Wealth
New York
$14.8K 237
SL
734
Salomon & Ludwin
Virginia
$14.6K 235 +71 +43%
AWM
735
Ameliora Wealth Management
Switzerland
$14.3K 230
DPW
736
DiNuzzo Private Wealth
Pennsylvania
$14.1K 227
ATS
737
Ashton Thomas Securities
New York
$13.7K 220 +220 New
NI
738
NCP Inc
California
$13K 209 +3 +1%
MRCM
739
M&R Capital Management
New Jersey
$13K 209 +27 +15%
ST
740
Smithfield Trust
Pennsylvania
$12K 200
DCM
741
Davis Capital Management
Florida
$11.9K 191
CIA
742
Cape Investment Advisory
Georgia
$11.8K 190 +3 +2%
PWMG
743
Private Wealth Management Group
New Jersey
$11.8K 189
Cohen & Steers
744
Cohen & Steers
New York
$11K 178 -3,120,387 -100%
KSB
745
Kennebec Savings Bank
Maine
$10.3K 165 +165 New
RFG
746
REAP Financial Group
Texas
$10.2K 164 -2 -1%
FLPIM
747
F.L. Putnam Investment Management
Massachusetts
$9.68K 300 -575 -66%
BAM
748
Byrne Asset Management
New Jersey
$9.65K 160
IHWM
749
Iron Horse Wealth Management
Iowa
$9.35K 150
MAM
750
Meeder Asset Management
Ohio
$8.47K 136 +7 +5%