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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 %
Natixis Advisors
326
Natixis Advisors
Massachusetts
$1.01M 12,179 -392 -3%
JWCA
327
J.W. Cole Advisors
Florida
$1.01M 12,162 +12 +0.1%
MA
328
MKT Advisors
California
$997K 12,113
DMKJ
329
David M. Knott Jr
$994K 12,000
IWC
330
Integrated Wealth Concepts
Massachusetts
$984K 11,880 -5,584 -32%
C1AG
331
Client 1st Advisory Group
Florida
$981K 11,837 -257 -2%
VIM
332
Vista Investment Management
Pennsylvania
$977K 11,790 -129 -1%
CFG
333
Cooper Financial Group
California
$977K 11,794 +106 +0.9%
ATC
334
Argent Trust Co
Tennessee
$957K 11,543 +2,912 +34%
FFN
335
Focus Financial Network
Minnesota
$948K 11,292 +461 +4%
AIL
336
AGF Investments LLC
Ontario, Canada
$943K 11,379 +219 +2%
WA
337
Wambolt & Associates
Colorado
$937K 11,307 +3 +0%
PFP
338
Pinnacle Financial Partners
Tennessee
$937K 11,300 +1,450 +15%
OPA
339
Old Port Advisors
Maine
$917K 11,173 -263 -2%
JWM
340
Jeppson Wealth Management
California
$916K 11,056 +11,056 New
SC
341
Sawyer & Company
Massachusetts
$903K 10,895
HPM
342
Hudson Portfolio Management
New York
$896K 10,818 -27 -0.2%
Nordea Investment Management
343
Nordea Investment Management
Sweden
$886K 10,562 -620,635 -98%
VAS
344
Vestmark Advisory Solutions
Massachusetts
$877K 10,590 +413 +4%
ASN
345
Advisory Services Network
Georgia
$876K 10,566 +10 +0.1%
HG
346
Herbst Group
Connecticut
$867K 10,400 +900 +9%
FCCM
347
First City Capital Management
Georgia
$863K 10,417
FNBOMD
348
First National Bank of Mount Dora
Florida
$862K 10,400
LWCFA
349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$858K 10,350 +350 +4%
AWM
350
Apollon Wealth Management
South Carolina
$856K 10,336 +14 +0.1%