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W.P. Carey

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
376
Coldstream Capital Management
Washington
$738K +$2.76K +34 +0.4%
Lazard Asset Management
377
Lazard Asset Management
New York
$733K -$53.2K -657 -7%
GIA
378
Guyasuta Investment Advisors
Pennsylvania
$733K
PTC
379
Private Trust Company
Ohio
$723K +$43.8K +539 +6%
GA
380
GoalVest Advisory
New York
$716K +$716K +8,904 New
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$713K
AWM
382
Axxcess Wealth Management
California
$710K -$9.99K -123 -1%
MLICM
383
Metropolitan Life Insurance Company (MetLife)
New York
$709K -$217K -2,672 -23%
CWP
384
Concord Wealth Partners
Virginia
$708K -$1.95K -24 -0.3%
ONB
385
Old National Bancorp
Indiana
$704K +$704K +8,672 New
LWAC
386
Laurel Wealth Advisors (California)
California
$702K
LMKC
387
L.M. Kohn & Company
Ohio
$702K
ASFA
388
All Season Financial Advisors
Colorado
$702K +$5.68K +70 +0.8%
CAG
389
Crestwood Advisors Group
Massachusetts
$702K +$41.5K +511 +6%
OIA
390
Optimum Investment Advisors
Illinois
$693K +$4.79K +59 +0.7%
TPCW
391
TD Private Client Wealth
New York
$687K +$4.06K +50 +0.6%
LFA
392
Landmark Financial Advisors
Kentucky
$684K
GT
393
Glenmede Trust
Pennsylvania
$679K +$64.9K +801 +11%
KA
394
Kovack Advisors
Florida
$672K +$63.5K +782 +10%
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$668K -$10.9K -135 -2%
QCM
396
Quantinno Capital Management
New York
$663K +$106K +1,304 +19%
IWM
397
IHT Wealth Management
Illinois
$661K +$88.4K +1,090 +15%
GBWM
398
Granite Bay Wealth Management
New Hampshire
$657K +$6.57K +81 +1%
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$656K +$446K +5,493 +212%
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$653K +$29K +357 +5%