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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 %
SN
801
Sittner & Nelson
Oregon
$15.6K -$15.6K -204 -50%
EL
802
EMFO LLC
Florida
$15.6K
DAM
803
Delta Asset Management
Tennessee
$15.6K +$15.6K +204 New
ACP
804
Arcus Capital Partners
Georgia
$15.4K +$15.4K +201 New
CNBTD
805
Citizens National Bank Trust Department
Mississippi
$15K
SC
806
Steph & Co
Wisconsin
$14K +$14K +189 New
EWM
807
Endurance Wealth Management
Rhode Island
$13K
RTC
808
Riverview Trust Company
Washington
$13K +$13K +176 New
FP
809
Financial Perspectives
Minnesota
$12.3K
SA
810
SRH Advisors
Kansas
$12K
IHWM
811
Iron Horse Wealth Management
Iowa
$12K +$596 +8 +5%
SWM
812
Sugarloaf Wealth Management
Georgia
$11.8K +$2.75K +36 +30%
BAM
813
Byrne Asset Management
New Jersey
$11.7K
MHR
814
Matthew Hamilton Rosenberg
$10.1K
BIA
815
Bell Investment Advisors
California
$9.69K -$153 -2 -2%
AF
816
Affiance Financial
Minnesota
$9.61K +$9.61K +126 New
FCT
817
First Community Trust
Iowa
$9K
EARNEST Partners
818
EARNEST Partners
Georgia
$8.91K
CHA
819
Carmichael Hill & Associates
Maryland
$8.13K
PFG
820
Piershale Financial Group
Illinois
$7.82K +$7.82K +102 New
PO
821
Private Ocean
California
$7.19K
CS
822
Comerica Securities
Michigan
$6.58K +$6.58K +85 New
PAG
823
Private Advisor Group
New Jersey
$6.11K +$798 +10,425 +15%
ZB
824
Zions Bancorporation
Utah
$5.24K
MYAM
825
Meiji Yasuda Asset Management
Japan
$4.88K +$322 +4,207 +7%