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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 %
H
126
HoyleCohen
California
$6.04M 93,232 -5,559 -6%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$6M 92,650 -1,389 -1%
FAF
128
Fjarde Ap-fonden
Sweden
$5.94M 91,634 -5,800 -6%
BPA
129
Beacon Pointe Advisors
California
$5.71M 88,035 +1,994 +2%
NC
130
Nicholas Company
Wisconsin
$5.64M 87,095
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.62M 86,789 +86,789 New
SPS
132
Susquehanna Portfolio Strategies
Pennsylvania
$5.6M 86,480 +86,480 New
AG
133
Advocate Group
Minnesota
$5.58M 86,161 +810 +0.9%
ZP
134
Zimmer Partners
New York
$5.55M 85,700 +85,700 New
Mariner
135
Mariner
Kansas
$5.48M 84,588 +3,205 +4%
SSWM
136
Sheets Smith Wealth Management
North Carolina
$5.45M 84,032 +475 +0.6%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$5.38M 83,044 -3,716 -4%
VanEck Associates
138
VanEck Associates
New York
$5.24M 80,786 +10,561 +15%
CAN
139
Cetera Advisor Networks
California
$5.21M 80,360 -4,020 -5%
CWM
140
CIBC World Markets
New York
$5.11M 78,783 +78,783 New
SFA
141
Sequoia Financial Advisors
Ohio
$5.1M 78,718 +3,142 +4%
SG Americas Securities
142
SG Americas Securities
New York
$5.08M 78,350 +71,560 +1,054%
ETC
143
Exchange Traded Concepts
Oklahoma
$5.05M 77,852 -18,515 -19%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$4.91M 75,695 +52,383 +225%
SWA
145
SOA Wealth Advisors
New York
$4.8M 74,031 -4,768 -6%
SO
146
STRS Ohio
Ohio
$4.75M 73,306 -161,920 -69%
AWS
147
Atria Wealth Solutions
New York
$4.64M 71,419 +1,215 +2%
PAG
148
Private Advisor Group
New Jersey
$4.62M 71,263 -10,821 -13%
Victory Capital Management
149
Victory Capital Management
Texas
$4.62M 71,253 -24,101 -25%
Korea Investment Corp
150
Korea Investment Corp
South Korea
$4.57M 70,449 -5,176 -7%