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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 %
DDC
376
DF Dent & Co
Maryland
$367K
GWSG
377
GPS Wealth Strategies Group
Colorado
$361K +$361K +5,649 New
II
378
Inspire Investing
Idaho
$361K +$361K +5,660 New
FBC
379
Fairfield, Bush & Co
Connecticut
$358K
RJT
380
Raymond James Trust
Florida
$357K -$32.9K -514 -8%
CAS
381
Cascadia Advisory Services
Oregon
$356K -$41.7K -653 -10%
KPWS
382
Kestra Private Wealth Services
Texas
$355K +$355K +5,561 New
Squarepoint
383
Squarepoint
New York
$352K +$352K +5,515 New
SWG
384
Summit Wealth Group
Vermont
$348K
AQR Capital Management
385
AQR Capital Management
Connecticut
$347K -$626K -9,810 -64%
MAFM
386
Mid Atlantic Financial Management
Pennsylvania
$343K +$35.2K +539 +11%
CG
387
Colony Group
Massachusetts
$342K +$89.2K +1,400 +35%
NFG
388
Next Financial Group
Texas
$338K -$702 -11 -0.2%
WAM
389
World Asset Management
Michigan
$334K -$64 -1 -0%
MCP
390
Mirador Capital Partners
California
$332K -$22.6K -353 -6%
RFM
391
Royal Fund Management
Florida
$332K -$20.3K -318 -6%
CPA
392
Capital Planning Advisors
California
$330K -$13.1K -205 -4%
BFM
393
Boston Financial Management
Massachusetts
$326K
VBFG
394
Vishria Bird Financial Group
Tennessee
$318K -$37.9K -594 -11%
BCWM
395
Blue Chip Wealth Management
Florida
$318K +$128 +2 +0%
HHRDM
396
H&H Retirement Design & Management
Nevada
$311K -$84.2K -1,319 -21%
PFM
397
Patton Fund Management
Texas
$310K +$310K +4,853 New
IAIM
398
International Assets Investment Management
Florida
$305K
PWA
399
Physician Wealth Advisors
Utah
$302K
MYAM
400
Meiji Yasuda Asset Management
Japan
$299K -$91.2K -1,430 -23%