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W.P. Carey

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of Nova Scotia
301
Bank of Nova Scotia
Ontario, Canada
$1.2M 14,464 -441 -3%
SI
302
Stephens Inc
Arkansas
$1.18M 14,272 -59 -0.4%
CQS
303
Credential Qtrade Securities
$1.18M 14,273 +3,030 +27%
SPIA
304
Steward Partners Investment Advisory
New York
$1.18M 14,234 +388 +3%
CWM
305
Cornerstone Wealth Management
Missouri
$1.17M 14,173 -160 -1%
CRC
306
Curi RMB Capital
Illinois
$1.17M 14,166 -112 -0.8%
MSRPS
307
Maryland State Retirement & Pension System
Maryland
$1.17M 14,172
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$1.17M 14,098 +159 +1%
MWM
309
Madison Wealth Management
Ohio
$1.16M 14,000
APW
310
Aurora Private Wealth
New Jersey
$1.16M 13,978 -11 -0.1%
CWM
311
C2C Wealth Management
Arizona
$1.16M 13,838 +1,970 +17%
LHC
312
Little House Capital
Massachusetts
$1.15M 13,920 +5,020 +56%
LMIM
313
Lockheed Martin Investment Management
Maryland
$1.15M 13,875 -4,930 -26%
NA
314
NewEdge Advisors
Louisiana
$1.12M 13,562 +13,562 New
APF
315
Alaska Permanent Fund
Alaska
$1.11M 13,421 +13,421 New
BFS
316
Bradley Foster & Sargent
Connecticut
$1.09M 13,190 +285 +2%
RJT
317
Raymond James Trust
Florida
$1.09M 13,098 +438 +3%
AC
318
Allstate Corporation
Illinois
$1.08M 13,039
NWM
319
NEIRG Wealth Management
Massachusetts
$1.06M 12,786
DILIC
320
Dai-ichi Life Insurance Company
Japan
$1.05M 12,705 -80,000 -86%
HIA
321
Harbor Investment Advisory
Maryland
$1.04M 12,551 -30 -0.2%
HKAM
322
Horizon Kinetics Asset Management
New York
$1.04M 12,525
SPC
323
Sigma Planning Corp
Michigan
$1.03M 12,429 +491 +4%
DADC
324
D.A. Davidson & Co
Montana
$1.02M 12,283 +330 +3%
Impax Asset Management Group
325
Impax Asset Management Group
United Kingdom
$1.01M 12,205 -447 -4%