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W.P. Carey

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Shares
Change %
HIP
401
Harrell Investment Partners
Texas
$480K
GT
402
Glenmede Trust
Pennsylvania
$478K +$478K +6,547 New
FC
403
FORA Capital
Florida
$477K -$66.6K -912 -12%
GTCM
404
Gyon Technologies Capital Management
New Jersey
$471K -$24.3K -332 -5%
AIC
405
Archer Investment Corporation
Indiana
$470K -$17.4K -238 -4%
BRWM
406
B. Riley Wealth Management
Tennessee
$468K +$50K +685 +12%
Los Angeles Capital Management
407
Los Angeles Capital Management
California
$467K -$738K -10,102 -61%
PA
408
Profund Advisors
Maryland
$467K +$190K +2,609 +69%
KM
409
Kalos Management
Georgia
$465K -$34.6K -442 -7%
FQ
410
First Quadrant
California
$462K
DA
411
Detalus Advisors
Missouri
$457K +$1.46K +20 +0.3%
LMAM
412
Legg Mason Asset Management
Japan
$453K -$51.6K -706 -10%
DFG
413
Demars Financial Group
Washington
$451K +$16.4K +225 +4%
DBRC
414
D.B. Root & Company
Pennsylvania
$449K -$107K -1,464 -19%
DMK
415
David M. Knott
$448K
CAAS
416
Capital Asset Advisory Services
Michigan
$443K +$47.5K +641 +12%
Fiera Capital (Canada)
417
Fiera Capital (Canada)
Quebec, Canada
$441K +$5.63K +77 +1%
VAS
418
Vestmark Advisory Solutions
Massachusetts
$441K +$86.8K +1,188 +24%
LWAC
419
Laurel Wealth Advisors (California)
California
$438K
FMBTD
420
First Midwest Bank Trust Division
Illinois
$437K +$29.6K +405 +7%
BG
421
Benedetti & Gucer
Georgia
$435K -$2.19K -30 -0.5%
SW
422
SVB Wealth
Massachusetts
$432K +$432K +5,909 New
CAM
423
Carret Asset Management
New York
$431K -$29.9K -409 -6%
CCM
424
Covington Capital Management
California
$429K
RJT
425
Raymond James Trust
Florida
$428K -$1.46K -20 -0.3%