WPC icon

W.P. Carey

527 hedge funds and large institutions have $5.57B invested in W.P. Carey in 2018 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 242 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+113
Holders Change %
+27.29%
% of All Funds
11.76%
Holding in Top 10
11
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1,000%
% of All Funds
0.25%
New
158
Increased
242
Reduced
61
Closed
42
Calls
$18.7M
Puts
$8.28M
Net Calls
+$10.4M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
301
Boston Family Office
Massachusetts
$425K -$29.3K -459 -6%
LA
302
LexAurum Advisors
Kansas
$422K +$23.5K +368 +6%
SFS
303
Sowell Financial Services
Arkansas
$411K +$411K +6,415 New
BFS
304
Bradley Foster & Sargent
Connecticut
$407K -$58.8K -919 -13%
WEC
305
Winslow Evans & Crocker
Massachusetts
$404K +$9.85K +153 +3%
WAM
306
World Asset Management
Michigan
$398K +$121K +1,890 +44%
5L
307
55I LLC
Massachusetts
$398K +$398K +6,223 New
HDIM
308
Hanson & Doremus Investment Management
Vermont
$393K +$2.05K +32 +0.5%
DMK
309
David M. Knott
$392K
CFG
310
Cooper Financial Group
California
$392K +$392K +6,118 New
BBA
311
Braun-Bostich & Associates
Pennsylvania
$384K +$310K +4,854 +421%
PA
312
Profund Advisors
Maryland
$378K -$32.1K -502 -8%
CCM
313
Covington Capital Management
California
$376K -$370K
FNBOMD
314
First National Bank of Mount Dora
Florida
$373K +$6.54K +102 +2%
LMAM
315
Legg Mason Asset Management
Japan
$373K +$209K +3,267 +128%
IFWM
316
Institute for Wealth Management
Colorado
$373K +$373K +5,834 New
XK
317
Xact Kapitalforvaltning
Sweden
$372K -$249K -3,903 -40%
SCCM
318
Schafer Cullen Capital Management
New York
$370K
AWA
319
Arete Wealth Advisors
Illinois
$366K +$24.7K +386 +7%
LFAS
320
Level Four Advisory Services
Texas
$365K -$88.4K -1,381 -19%
BAM
321
Belpointe Asset Management
Nevada
$365K +$169K +2,640 +86%
MYAM
322
Meiji Yasuda Asset Management
Japan
$365K +$365K +5,697 New
KWM
323
Kingsview Wealth Management
Oregon
$365K +$365K +5,704 New
AI
324
Atria Investments
North Carolina
$364K +$112K +1,752 +45%
Fisher Asset Management
325
Fisher Asset Management
Washington
$360K +$100K +1,567 +39%