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W.P. Carey

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
326
Wambolt & Associates
Colorado
$912K -$104K -1,417 -10%
II
327
Inspire Investing
Idaho
$909K +$74.5K +1,019 +9%
Comerica Bank
328
Comerica Bank
Texas
$907K -$20.7K -274 -2%
C1AG
329
Client 1st Advisory Group
Florida
$904K -$25.4K -348 -3%
AWM
330
Adams Wealth Management
Utah
$904K -$15.8K -216 -2%
Prudential Financial
331
Prudential Financial
New Jersey
$885K -$2.49M -34,065 -74%
QIM
332
Quantitative Investment Management
Virginia
$882K +$151K +2,071 +21%
QC
333
Quadrature Capital
United Kingdom
$881K -$964K -13,184 -52%
OPA
334
Old Port Advisors
Maine
$870K -$129K -1,672 -13%
HKAM
335
Horizon Kinetics Asset Management
New York
$869K -$70.9K -970 -8%
DADC
336
D.A. Davidson & Co
Montana
$850K -$48.7K -666 -5%
PFP
337
Pinnacle Financial Partners
Tennessee
$839K +$119K +1,633 +17%
PWA
338
Pinnacle Wealth Advisors
Tennessee
$839K +$839K +11,486 New
TCWM
339
Total Clarity Wealth Management
Illinois
$838K +$276K +3,781 +49%
HPM
340
Hudson Portfolio Management
New York
$819K -$11.2K -153 -1%
FCCM
341
First City Capital Management
Georgia
$819K +$35.1K +459 +4%
VIM
342
Vista Investment Management
Pennsylvania
$807K +$20.2K +276 +3%
OC
343
Oppenheimer & Co
New York
$777K -$4.9K -67 -0.6%
FNBOMD
344
First National Bank of Mount Dora
Florida
$776K
PAMG
345
Patton Albertson Miller Group
Tennessee
$774K -$57.5K -786 -7%
AA
346
ALPS Advisors
Colorado
$759K -$14.2K -195 -2%
SC
347
Sawyer & Company
Massachusetts
$757K
EIA
348
Eldridge Investment Advisors
New Hampshire
$754K
NEIRG
349
New England Investment & Retirement Group
Massachusetts
$751K -$6.87K -94 -0.9%
IWP
350
Insight Wealth Partners
Texas
$747K -$50.1K -686 -6%