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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 %
BCM
751
Blume Capital Management
California
$8.35K 134
CPG
752
Cornerstone Planning Group
New Jersey
$8.29K 146 -32 -18%
BCMLT
753
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.04K 129
DAM
754
Delta Asset Management
Tennessee
$7.79K 125 -75 -38%
BIA
755
Bell Investment Advisors
California
$7.73K 124
FCT
756
First Community Trust
Iowa
$7.48K 120
MSG
757
Main Street Group
Virginia
$7.3K 117 -1,719 -94%
IAIM
758
International Assets Investment Management
Florida
$6.54K 407,304 +400,782 +6,145%
CHA
759
Carmichael Hill & Associates
Maryland
$6.48K 104
BWL
760
Bogart Wealth LLC
Virginia
$6.23K 100
CA
761
Clearstead Advisors
Ohio
$6.23K 100
PWA
762
Provenance Wealth Advisors
Florida
$6.23K 100
SRCM
763
Signature Resources Capital Management
California
$5.67K 91
WWP
764
WR Wealth Planners
Missouri
$5.48K 88 +1 +1%
B
765
Birchbrook
Maine
$4.98K 80 +80 New
BF
766
BOK Financial
Oklahoma
$4.33K 71 -212 -75%
FMII
767
Farmers & Merchants Investments Inc
Nebraska
$4.05K 65
TSMHT
768
Thurston Springer Miller Herd & Titak
Indiana
$3.61K 58
AGWCA
769
Annis Gardner Whiting Capital Advisors
Florida
$3.35K 53
FP
770
Financial Perspectives
Minnesota
$3.05K 49
CAL
771
Capital Advisors Ltd
Ohio
$3K 54
IA
772
IFS Advisors
Kansas
$2.99K 48
CFO
773
CVA Family Office
Colorado
$2.49K 40 +11 +38%
MG
774
Mather Group
Illinois
$2.31K 37 -93 -72%
RTL
775
Red Tortoise LLC
Georgia
$1.99K 32