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W.P. Carey

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
376
TD Private Client Wealth
New York
$643K +$137K +1,704 +27%
GBWM
377
Granite Bay Wealth Management
New Hampshire
$638K +$638K +7,936 New
WP
378
Wealthspan Partners
Iowa
$637K +$637K +7,922 New
BCM
379
Bluefin Capital Management
New York
$624K +$624K +7,760 New
OC
380
Oppenheimer & Co
New York
$623K -$1.14M -14,238 -65%
AIC
381
Archer Investment Corporation
Indiana
$620K
GT
382
Glenmede Trust
Pennsylvania
$608K +$41.1K +511 +7%
APG Asset Management
383
APG Asset Management
Netherlands
$603K -$245K -3,472 -29%
BFEC
384
Benjamin F. Edwards & Company
Missouri
$602K
CCM
385
Community Capital Management
Florida
$600K
Comerica Bank
386
Comerica Bank
Texas
$592K -$838K -11,264 -59%
ASFA
387
All Season Financial Advisors
Colorado
$591K -$76.6K -953 -11%
LWP
388
Lumature Wealth Partners
Georgia
$591K
CWM
389
CarsonAllaria Wealth Management
Illinois
$591K +$591K +7,359 New
KA
390
Kovack Advisors
Florida
$589K -$96.9K -1,206 -14%
KOMWMG
391
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$584K -$152K -1,888 -21%
PTC
392
Private Trust Company
Ohio
$584K +$13.9K +173 +2%
SS
393
Sunbelt Securities
Texas
$584K +$44.7K +611 +8%
MS
394
Madden Securities
Texas
$583K
HCM
395
Highlander Capital Management
New Jersey
$576K
PTC
396
Philadelphia Trust Company
Pennsylvania
$574K
FC
397
FORA Capital
Florida
$566K +$566K +7,046 New
CCM
398
Cullen Capital Management
New York
$565K
BAS
399
Brown Advisory Securities
Maryland
$562K -$123K -1,527 -18%
Verition Fund Management
400
Verition Fund Management
Connecticut
$559K -$493K -6,136 -47%