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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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$12M 185,327 -37,281 -17%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M 181,860 +149,124 +456%
Pacer Advisors
78
Pacer Advisors
Pennsylvania
$11.7M 180,230 +180,230 New
Truist Financial
79
Truist Financial
North Carolina
$11.7M 180,006 -32,275 -15%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$11.4M 176,266 -22,185 -11%
Aviva
81
Aviva
United Kingdom
$11.1M 171,539 +69,158 +68%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$10.9M 168,907 +14,404 +9%
SSA
83
Schonfeld Strategic Advisors
New York
$10.9M 168,080 -384,853 -70%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$10.9M 167,658 +15,959 +11%
WIM
85
WealthPlan Investment Management
Nebraska
$10M 154,911 -3,851 -2%
FP
86
Foundry Partners
Minnesota
$9.97M 153,834 -19,635 -11%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$9.84M 151,796 +16,941 +13%
DC
88
Davenport & Co
Virginia
$9.74M 150,210 -6,030 -4%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$9.48M 146,274 -781 -0.5%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$9.39M 144,810 +3,133 +2%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$9.25M 142,772 -18,367 -11%
CFB
92
Cullen/Frost Bankers
Texas
$9.1M 140,454 +2,367 +2%
Handelsbanken Fonder
93
Handelsbanken Fonder
Sweden
$9.02M 139,094 +6,921 +5%
DekaBank Deutsche Girozentrale
94
DekaBank Deutsche Girozentrale
Germany
$9M 138,200 +50,470 +58%
MOACM
95
Mutual of America Capital Management
New York
$8.75M 135,023 +135,023 New
SIMG
96
Sonora Investment Management Group
Arizona
$8.74M 134,792 +13,897 +11%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$8.52M 131,476 +51,320 +64%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$8.47M 130,736 -377,594 -74%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$8.38M 129,253 -13,026 -9%
CA
100
Cetera Advisors
Colorado
$8.31M 128,242 -20,523 -14%