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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 %
FWM
751
FSA Wealth Management
Massachusetts
$6K 94 +94 New
SRCM
752
Signature Resources Capital Management
California
$5.9K 91 +91 New
ZB
753
Zions Bancorporation
Utah
$4.99K 77 +37 +93%
SL
754
Salomon & Ludwin
Virginia
$4.71K 87
VWM
755
Venturi Wealth Management
Texas
$4.41K 68 +10 +17%
FMII
756
Farmers & Merchants Investments Inc
Nebraska
$4.21K 65 +65 New
FA
757
Financial Avengers
California
$3.55K 55 +1 +2%
SAM
758
Smartleaf Asset Management
Massachusetts
$3.22K 49 +49 New
IA
759
IFS Advisors
Kansas
$3.11K 48
PVH
760
Psagot Value Holdings
Israel
$3K 50 +50 New
LA
761
LM Advisors
California
$2.7K 42 +42 New
Allspring Global Investments
762
Allspring Global Investments
North Carolina
$2.4K 37 -233,054 -100%
PWMG
763
Private Wealth Management Group
New Jersey
$2.01K 31 +31 New
CAL
764
Capital Advisors Ltd
Ohio
$2K 24 +24 New
EAM
765
Eukles Asset Management
Ohio
$1.94K 30
DWA
766
Delos Wealth Advisors
Texas
$1.89K 29
CJ
767
Caitlin John
Michigan
$1.71K 26 +26 New
AT
768
Arlington Trust
Alabama
$1.49K 23 +23 New
S
769
Sachetta
Massachusetts
$778 12 +12 New
BL
770
BFSG LLC
California
$649 10 -14,579 -100%
CP
771
Castleview Partners
Texas
$648 10 +10 New
GEA
772
Glen Eagle Advisors
New Jersey
$389 6
DWM
773
Dogwood Wealth Management
Kansas
ECM
774
ExodusPoint Capital Management
New York
-288,241 Closed
LIP
775
Lighthouse Investment Partners
Florida
-175,000 Closed