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W.P. Carey

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Shares
Change %
MCP
401
Mirador Capital Partners
California
$362K +$2.97K +43 +0.8%
OAM
402
Oppenheimer Asset Management
New York
$360K -$157K -2,265 -30%
FNT
403
First National Trust
Pennsylvania
$360K +$360K +5,211 New
CPA
404
Capital Planning Advisors
California
$358K
AWA
405
Arete Wealth Advisors
Illinois
$354K -$73.1K -1,085 -17%
KFA
406
Krane Funds Advisors
New York
$354K +$354K +5,120 New
OIA
407
Optimum Investment Advisors
Illinois
$353K +$127K +1,838 +56%
GWSG
408
GPS Wealth Strategies Group
Colorado
$352K -$38.7K -559 -10%
PCA
409
Personal Capital Advisors
California
$352K +$60.9K +881 +21%
VBFG
410
Vishria Bird Financial Group
Tennessee
$344K
DTL
411
Dynamic Technology Lab
Singapore
$343K +$343K +4,955 New
RFM
412
Royal Fund Management
Florida
$340K -$19.2K -278 -5%
KA
413
Kercheville Advisors
Texas
$336K +$336K +4,850 New
CWA
414
Clearview Wealth Advisors
Oregon
$333K +$333K +4,819 New
BAS
415
Brown Advisory Securities
Maryland
$331K +$10.6K +153 +3%
VAS
416
Vestmark Advisory Solutions
Massachusetts
$328K +$50.6K +731 +18%
Northwestern Mutual Wealth Management
417
Northwestern Mutual Wealth Management
Wisconsin
$326K +$1.46K +21 +0.4%
CWM
418
Campbell Wealth Management
Virginia
$323K
PWA
419
Physician Wealth Advisors
Utah
$321K
PCM
420
Parsons Capital Management
Rhode Island
$321K +$21.2K +307 +7%
CAAS
421
Capital Asset Advisory Services
Michigan
$321K +$78.4K +1,119 +32%
TCWM
422
Total Clarity Wealth Management
Illinois
$318K +$74.4K +1,077 +31%
APW
423
Austin Private Wealth
Texas
$317K +$64.5K +934 +26%
WDC
424
Woodward Diversified Capital
California
$316K +$316K +4,574 New
FC
425
FCA Corp
Texas
$315K