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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 %
CWP
376
Concord Wealth Partners
Virginia
$693K 8,572 -238 -3%
OTPPB
377
Ontario Teachers' Pension Plan Board
Ontario, Canada
$689K 8,518 +4,292 +102%
LWAC
378
Laurel Wealth Advisors (California)
California
$685K 8,478 +40 +0.5%
Comerica Bank
379
Comerica Bank
Texas
$685K 7,995 +197 +3%
LMKC
380
L.M. Kohn & Company
Ohio
$685K 8,466 +8,466 New
ASFA
381
All Season Financial Advisors
Colorado
$679K 8,400 +1,201 +17%
FHC
382
First Heartland Consultants
Missouri
$677K 8,383 +44 +0.5%
OIA
383
Optimum Investment Advisors
Illinois
$672K 8,307
Marshall Wace
384
Marshall Wace
United Kingdom
$669K 8,276 +8,276 New
TPCW
385
TD Private Client Wealth
New York
$667K 8,245 +414 +5%
CIBC Asset Management
386
CIBC Asset Management
Ontario, Canada
$663K 8,199 +44 +0.5%
PTC
387
Private Trust Company
Ohio
$662K 8,192 +1,076 +15%
ACM
388
Ayrshire Capital Management
Connecticut
$658K 8,139 +141 +2%
OC
389
Oppenheimer & Co
New York
$651K 8,055 +461 +6%
IA
390
IFP Advisors
Florida
$650K 11,032 +8,586 +351%
CAG
391
Crestwood Advisors Group
Massachusetts
$645K 7,975 -30 -0.4%
EWM
392
Empirical Wealth Management
Washington
$639K 7,910 -814 -9%
GBWM
393
Granite Bay Wealth Management
New Hampshire
$635K 7,856 +83 +1%
WP
394
Wealthspan Partners
Iowa
$624K 7,723 -36 -0.5%
MCP
395
Mirador Capital Partners
California
$620K 7,669 +1,296 +20%
AIC
396
Archer Investment Corporation
Indiana
$611K 7,553
Manulife (Manufacturers Life Insurance)
397
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$609K 7,525 +4,123 +121%
I2I
398
Insight 2811 Inc
Illinois
$600K 7,426 +1,192 +19%
GT
399
Glenmede Trust
Pennsylvania
$599K 7,417 +5 +0.1%
FM
400
Family Management
New York
$598K 7,402 +7,402 New