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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 %
HWA
751
HHM Wealth Advisors
Tennessee
$50.2K
FFA
752
Farther Finance Advisors
California
$49.4K +$49.4K +645 New
BCMLT
753
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.3K -$17.7K -231 -26%
NECFA
754
New England Capital Financial Advisors
Connecticut
$48.9K +$48.9K +595 New
RFA
755
Resurgent Financial Advisors
Georgia
$48.1K +$48.1K +628 New
SFCL
756
Strengthening Families & Communities LLC
Massachusetts
$47K +$4.71K +62 +11%
MSCM
757
McElhenny Sheffield Capital Management
Texas
$47K +$47K +614 New
AS
758
Altshuler Shaham
Israel
$46.1K -$1.38K -18 -3%
MA
759
Montag & Associates
Georgia
$45.2K
RBC
760
Roble Belko & Company
Pennsylvania
$44K
CPG
761
Cornerstone Planning Group
New Jersey
$43.3K +$43.3K +535 New
RDFA
762
Ritter Daniher Financial Advisory
Ohio
$42.4K
CI Investments Inc
763
CI Investments Inc
Ontario, Canada
$42K -$109K -1,415 -72%
ME
764
McIlrath & Eck
Washington
$41.3K +$41.3K +540 New
CSB
765
City State Bank
Iowa
$40K
NFSG
766
Newbridge Financial Services Group
Florida
$37.8K -$105K -1,373 -74%
SIC
767
SJS Investment Consulting
Ohio
$36.7K
WWM
768
Wolff Wiese Magana
California
$35.2K
CM
769
Cornerstone Management
Georgia
$34.2K
HCP
770
Hexagon Capital Partners
Arkansas
$33.1K
IGWM
771
ICA Group Wealth Management
Colorado
$32.1K +$32.1K +420 New
TF
772
Tompkins Financial
New York
$32K
CWA
773
Core Wealth Advisors
Florida
$31.6K +$2.22K +29 +8%
DWA
774
Dougherty Wealth Advisers
Minnesota
$31.3K
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.9K