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W.P. Carey

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M
Name Market Value Shares Shares
Change
Shares
Change %
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$808K 10,000
First Manhattan
352
First Manhattan
New York
$808K 10,000 +1,000 +11%
CIAS
353
Capital Investment Advisory Services
North Carolina
$798K 9,873 +1,065 +12%
PFP
354
Pinnacle Financial Partners
Tennessee
$796K 9,850 +200 +2%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$787K 9,741 -424 -4%
FNT
356
First National Trust
Pennsylvania
$784K 9,695
SBIA
357
Sheaff Brock Investment Advisors
Indiana
$775K 9,586 +233 +2%
PAMG
358
Patton Albertson Miller Group
Tennessee
$771K 9,536 -845 -8%
APA
359
American Portfolios Advisors
New York
$769K 9,516 +1,285 +16%
HG
360
Herbst Group
Connecticut
$768K 9,500 +9,500 New
Lazard Asset Management
361
Lazard Asset Management
New York
$767K 9,507 -6,212 -40%
AWM
362
Adams Wealth Management
Utah
$767K 9,492 -311 -3%
GA
363
GraniteShares Advisors
New York
$767K 9,490 +839 +10%
WWM
364
Western Wealth Management
Colorado
$750K 9,282 +9,282 New
SWP
365
Stratos Wealth Partners
Ohio
$746K 9,223 +294 +3%
Prudential Financial
366
Prudential Financial
New Jersey
$742K 9,173 -240 -3%
ACMA
367
Arbor Capital Management (Alaska)
Alaska
$727K 8,970 +92 +1%
LHC
368
Little House Capital
Massachusetts
$719K 8,900 +8,900 New
CCM
369
Coldstream Capital Management
Washington
$717K 8,872 +975 +12%
WorldQuant Millennium Advisors
370
WorldQuant Millennium Advisors
New York
$715K 8,845
GIA
371
Guyasuta Investment Advisors
Pennsylvania
$715K 8,848 +65 +0.7%
AWM
372
Axxcess Wealth Management
California
$702K 8,687 +466 +6%
LFA
373
Landmark Financial Advisors
Kentucky
$699K 8,253
ATC
374
Argent Trust Co
Tennessee
$697K 8,631 +1,912 +28%
EOJOAM
375
E. Ohman J:or Asset Management
Sweden
$695K 8,600