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W.P. Carey

813 hedge funds and large institutions have $9.19B invested in W.P. Carey in 2023 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 312 increasing their positions, 294 reducing their positions, and 87 closing their positions.

Holders
813
Holders Change
-19
Holders Change %
-2.28%
% of All Funds
12.82%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
74
Increased
312
Reduced
294
Closed
87
Calls
$215M
Puts
$55.3M
Net Calls
+$160M
Net Calls Change
+$82.2M
Name Market Value Shares Shares
Change
Shares
Change %
VCM
751
Versant Capital Management
Arizona
$25.6K 379
SOW
752
State of Wyoming
Wyoming
$24.5K 363 +91 +33%
TIM
753
Thompson Investment Management
Wisconsin
$23.6K 349
TF
754
TimeScale Financial
Massachusetts
$23.3K 345
NRG
755
Nemes Rush Group
Michigan
$22.4K 331 +331 New
FBC
756
Fairfield, Bush & Co
Connecticut
$22K 325 +325 New
HFM
757
Harvest Fund Management
China
$20K 302
VF
758
VitalStone Financial
Texas
$20K 259 +259 New
TCOV
759
Trust Company of Vermont
Vermont
$19.7K 291 +291 New
GIA
760
GHP Investment Advisors
Colorado
$19.1K 285 +285 New
BCM
761
Blume Capital Management
California
$18.1K 268
AA
762
AlphaMark Advisors
Kentucky
$18K 270 +150 +125%
FSWA
763
Financial Synergies Wealth Advisors
Texas
$17.4K 258 +3 +1%
JFA
764
JNBA Financial Advisors
Minnesota
$16.9K 250
BWM
765
BerganKDV Wealth Management
Minnesota
$16.9K 250 -14 -5%
AWM
766
Ameliora Wealth Management
Switzerland
$15.5K 230
RFG
767
RFP Financial Group
Georgia
$15.3K 227 +179 +373%
CWA
768
Core Wealth Advisors
Florida
$15.2K 225
BCMIO
769
Beacon Capital Management Inc (Ohio)
Ohio
$15.1K 224
TSW
770
Thompson Siegel & Walmsley
Virginia
$14K 203
ST
771
Smithfield Trust
Pennsylvania
$14K 200
SN
772
Sittner & Nelson
Oregon
$13.5K 200
DAM
773
Delta Asset Management
Tennessee
$13.5K 200
FCB
774
First Command Bank
Texas
$13.5K 200 +200 New
FCFS
775
First Command Financial Services
Texas
$13.5K 200 +200 New