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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 %
KA
401
Kovack Advisors
Florida
$593K 7,342 +160 +2%
CCM
402
Community Capital Management
Florida
$592K 9,800 -5,900 -38%
CWM
403
CarsonAllaria Wealth Management
Illinois
$591K 7,305 +97 +1%
KMWM
404
Keudell/Morrison Wealth Management
Oregon
$589K 7,276 +3,826 +111%
LWP
405
Lumature Wealth Partners
Georgia
$582K 7,200
BFEC
406
Benjamin F. Edwards & Company
Missouri
$581K 7,190 -150 -2%
CSS
407
Cubist Systematic Strategies
Connecticut
$575K 7,114 -11,593 -62%
MS
408
Madden Securities
Texas
$574K 7,100
PCA
409
Peddock Capital Advisors
Massachusetts
$570K 7,053 +7,053 New
HCM
410
Highlander Capital Management
New Jersey
$568K 7,025
PTC
411
Philadelphia Trust Company
Pennsylvania
$566K 7,000
KFS
412
Kaizen Financial Strategies
California
$559K 6,919 +239 +4%
IWM
413
IHT Wealth Management
Illinois
$559K 6,912 +556 +9%
AIM
414
Achmea Investment Management
Netherlands
$557K 6,891 +6,891 New
Los Angeles Capital Management
415
Los Angeles Capital Management
California
$556K 6,876 +450 +7%
RFC
416
Regions Financial Corp
Alabama
$554K 6,858 +51 +0.7%
ACG
417
Allen Capital Group
Nebraska
$554K 6,856 +309 +5%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$553K 6,845 +3,553 +108%
CCM
419
Cullen Capital Management
New York
$551K 6,815 -70 -1%
BFM
420
Boston Financial Management
Massachusetts
$547K 6,770
QCM
421
Quantinno Capital Management
New York
$543K 6,721 +3,728 +125%
CAAS
422
Capital Asset Advisory Services
Michigan
$537K 6,557 +406 +7%
LA
423
LexAurum Advisors
Kansas
$536K 6,633 +1 +0%
RFM
424
Royal Fund Management
Florida
$527K 6,525 +619 +10%
KOMWMG
425
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$525K 6,498 -623 -9%