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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 %
GCM
826
Gallacher Capital Management
Colorado
-3,901 Closed
SF
827
Synovus Financial
Georgia
-3,824 Closed
PI
828
PFG Investments
New York
-3,735 Closed
BCV
829
Banque Cantonale Vaudoise
Switzerland
-3,284 Closed
RFA
830
Register Financial Advisors
Georgia
-2,682 Closed
HL
831
HeadInvest LLC
Maine
-1,276 Closed
IPW
832
Impact Partnership Wealth
Georgia
-1,044 Closed
TWC
833
TD Waterhouse Canada
Ontario, Canada
-969 Closed
SCA
834
Stonebridge Capital Advisors
Minnesota
-895 Closed
CAC
835
Certified Advisory Corp
Florida
-869 Closed
OP
836
ORG Partners
Indiana
-791 Closed
FSWA
837
Financial Synergies Wealth Advisors
Texas
-262 Closed
SN
838
Sittner & Nelson
Oregon
-200 Closed
CA
839
Crewe Advisors
Utah
-175 Closed
EARNEST Partners
840
EARNEST Partners
Georgia
-114 Closed
HWP
841
Hibernia Wealth Partners
Louisiana
-95 Closed
WWP
842
WR Wealth Planners
Missouri
-33 Closed
PPC
843
Park Place Capital
Alabama
-29 Closed
NCM
844
Northwest Capital Management
Oregon
-25 Closed
AA
845
AlphaMark Advisors
Kentucky
-25 Closed
CWC
846
Carolinas Wealth Consulting
North Carolina
-19 Closed
BAAM
847
Baker Avenue Asset Management
California
-14 Closed
VAG
848
VisionPoint Advisory Group
Texas
-10 Closed
TFM
849
TFC Financial Management
Massachusetts
-6 Closed
VWM
850
Valley Wealth Managers
New Jersey