WPC icon

W.P. Carey

584 hedge funds and large institutions have $7.97B invested in W.P. Carey in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 204 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
12.7%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
74
Increased
204
Reduced
172
Closed
41
Calls
$21.5M
Puts
$7.23M
Net Calls
+$14.2M
Net Calls Change
+$5.49M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
351
Capital Planning Advisors
California
$412K
BCWM
352
Blue Chip Wealth Management
Florida
$411K +$159 +2 +0%
ECM
353
Evergreen Capital Management
Washington
$410K
MAFM
354
Mid Atlantic Financial Management
Pennsylvania
$410K +$1.59K +20 +0.4%
BWP
355
Baldwin Wealth Partners
Massachusetts
$406K +$406K +5,105 New
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$395K +$4.14K +52 +1%
HDIM
357
Hanson & Doremus Investment Management
Vermont
$394K -$71.3K -897 -15%
CCA
358
Conestoga Capital Advisors
Pennsylvania
$394K
PHIMC
359
Private Harbour Investment Management & Counsel
Ohio
$384K -$81.3K -1,021 -17%
OWD
360
Osborn Williams & Donohoe
Ohio
$382K
CWM
361
Campbell Wealth Management
Virginia
$382K
PIA
362
Pinion Investment Advisors
Kansas
$381K -$53.5K -673 -12%
RFM
363
Royal Fund Management
Florida
$381K -$40.1K -505 -10%
FFSOTS
364
Fiduciary Financial Services of The Southwest
Texas
$380K
BBA
365
Braun-Bostich & Associates
Pennsylvania
$378K -$52.9K -664 -12%
BOH
366
Bank of Hawaii
Hawaii
$375K +$375K +4,722 New
WMA
367
Wealth Management Associates
New Jersey
$373K -$14.2K -179 -4%
SFI
368
SPC Financial Inc
Maryland
$372K -$55.1K -692 -13%
MSFP
369
Mark Sheptoff Financial Planning
Connecticut
$371K
FC
370
FCA Corp
Texas
$363K
IRF
371
IBM Retirement Fund
New York
$362K +$14.1K +177 +4%
WS
372
Wedbush Securities
California
$355K -$31.6K -397 -8%
RFC
373
Regions Financial Corp
Alabama
$354K -$52.7K -663 -13%
GT
374
Greenleaf Trust
Michigan
$352K +$6.69K +84 +2%
S
375
SignatureFD
Georgia
$350K -$4.22K -53 -1%