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W.P. Carey

601 hedge funds and large institutions have $7.12B invested in W.P. Carey in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
12.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
60
Increased
221
Reduced
200
Closed
59
Calls
$51M
Puts
$41.2M
Net Calls
+$9.81M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
326
Amalgamated Bank
New York
$501K -$1.72K -27 -0.3%
BAM
327
Belpointe Asset Management
Nevada
$501K +$10.9K +171 +2%
Fuller & Thaler Asset Management
328
Fuller & Thaler Asset Management
California
$498K +$278K +4,365 +127%
AA
329
ALPS Advisors
Colorado
$489K -$186K -2,905 -28%
CCM
330
Community Capital Management
Florida
$489K
Lido Advisors
331
Lido Advisors
California
$488K +$488K +7,531 New
Nordea Investment Management
332
Nordea Investment Management
Sweden
$487K -$421K -6,530 -46%
EGM
333
Engineers Gate Manager
New York
$487K +$174K +2,727 +56%
QC
334
Quadrature Capital
United Kingdom
$487K +$487K +7,625 New
WEC
335
Winslow Evans & Crocker
Massachusetts
$486K +$255 +4 +0.1%
IRF
336
IBM Retirement Fund
New York
$481K +$102K +1,592 +27%
OAM
337
Oppenheimer Asset Management
New York
$477K -$11.6K -181 -2%
ACG
338
Allen Capital Group
Nebraska
$471K
ACM
339
Ayrshire Capital Management
Connecticut
$471K +$3.89K +61 +0.8%
IWA
340
Independence Wealth Advisors
Virginia
$469K -$23.9K -376 -5%
ASN
341
Advisory Services Network
Georgia
$468K -$184K -2,880 -28%
MS
342
Madden Securities
Texas
$463K -$9.77K -153 -2%
LA
343
LexAurum Advisors
Kansas
$462K -$60K -941 -11%
KA
344
Kovack Advisors
Florida
$457K -$64K -1,004 -12%
PTC
345
Philadelphia Trust Company
Pennsylvania
$456K
SCCM
346
Schafer Cullen Capital Management
New York
$449K
FHA
347
Flagship Harbor Advisors
Massachusetts
$443K -$24.8K -389 -5%
IWM
348
IHT Wealth Management
Illinois
$443K +$18.7K +293 +4%
GCP
349
GSA Capital Partners
United Kingdom
$442K +$442K +6,933 New
JF
350
Jump Financial
Illinois
$436K +$436K +6,840 New