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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 %
RFC
401
Regions Financial Corp
Alabama
$559K +$23.4K +291 +4%
BFM
402
Boston Financial Management
Massachusetts
$555K +$104K +1,296 +23%
IAIM
403
International Assets Investment Management
Florida
$553K +$16.4K +204 +3%
ATC
404
Argent Trust Co
Tennessee
$551K +$60.4K +752 +12%
KFS
405
Kaizen Financial Strategies
California
$548K +$7.39K +92 +1%
LA
406
LexAurum Advisors
Kansas
$544K +$90.2K +1,123 +20%
ACG
407
Allen Capital Group
Nebraska
$537K
PC
408
Prairiewood Capital
North Dakota
$530K +$260K +3,235 +96%
HIP
409
Harrell Investment Partners
Texas
$528K
Los Angeles Capital Management
410
Los Angeles Capital Management
California
$527K -$12.3K -153 -2%
BRWM
411
B. Riley Wealth Management
Tennessee
$523K +$964 +12 +0.2%
MCP
412
Mirador Capital Partners
California
$523K +$16.5K +205 +3%
IWM
413
IHT Wealth Management
Illinois
$521K -$51.6K -643 -9%
YMRC
414
Yorktown Management & Research Company
Virginia
$517K
MYLI
415
Meiji Yasuda Life Insurance
Japan
$517K +$517K +6,433 New
DBRC
416
D.B. Root & Company
Pennsylvania
$515K +$21.5K +268 +4%
PRC
417
Pearl River Capital
Michigan
$513K -$549K -6,834 -52%
CAAS
418
Capital Asset Advisory Services
Michigan
$511K +$9.68K +119 +2%
I2I
419
Insight 2811 Inc
Illinois
$511K +$17.7K +220 +4%
MAM
420
Morse Asset Management
Connecticut
$509K
FQ
421
First Quadrant
California
$508K
LNC
422
Lincoln National Corp
Pennsylvania
$508K +$136K +1,693 +37%
JCM
423
Jacobi Capital Management
Pennsylvania
$505K +$20.6K +256 +4%
DA
424
Detalus Advisors
Missouri
$503K +$1.29K +16 +0.3%
SFA
425
Sequoia Financial Advisors
Ohio
$492K +$492K +6,122 New