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W.P. Carey

597 hedge funds and large institutions have $9.09B invested in W.P. Carey in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 178 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+13
Holders Change %
+2.23%
% of All Funds
13.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
76
Increased
206
Reduced
178
Closed
60
Calls
$17.7M
Puts
$33.8M
Net Calls
-$16.1M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$665K -$5.97K -68 -0.9%
AAS
302
Avantax Advisory Services
Texas
$661K +$91.1K +1,036 +16%
FMBTD
303
First Midwest Bank Trust Division
Illinois
$657K +$4.91K +56 +0.8%
WEC
304
Winslow Evans & Crocker
Massachusetts
$656K +$22.6K +257 +4%
PAG
305
Private Advisory Group
Washington
$653K -$143K -1,634 -18%
MYAM
306
Meiji Yasuda Asset Management
Japan
$652K +$143K +1,634 +28%
Wellington Management Group
307
Wellington Management Group
Massachusetts
$651K -$46.4K -530 -7%
LFAS
308
Level Four Advisory Services
Texas
$645K +$28.7K +327 +5%
WAM
309
World Asset Management
Michigan
$640K +$11.3K +129 +2%
SBIA
310
Sheaff Brock Investment Advisors
Indiana
$639K +$6.66K +76 +1%
BRWA
311
B. Riley Wealth Advisors
Florida
$603K -$36.8K -420 -6%
TRCT
312
Tower Research Capital (TRC)
New York
$587K -$391K -4,462 -40%
PTC
313
Philadelphia Trust Company
Pennsylvania
$582K
AI
314
Atria Investments
North Carolina
$575K +$83K +946 +17%
Nordea Investment Management
315
Nordea Investment Management
Sweden
$567K
MCP
316
Mirador Capital Partners
California
$560K +$4.21K +48 +0.8%
MSS
317
Mitchell Sinkler & Starr
Pennsylvania
$559K
SFS
318
Sowell Financial Services
Arkansas
$555K +$555K +6,328 New
WSTAM
319
Wilbanks Smith & Thomas Asset Management
Virginia
$551K +$551K +6,291 New
BFO
320
Boston Family Office
Massachusetts
$545K -$26.8K -306 -5%
WMA
321
Wealth Management Associates
New Jersey
$538K +$127K +1,447 +31%
DMK
322
David M. Knott
$537K
RJT
323
Raymond James Trust
Florida
$535K
SB
324
Suntrust Banks
Georgia
$532K -$95.3K -1,088 -15%
KFA
325
Krane Funds Advisors
New York
$523K +$497K +5,661 +1,881%