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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.

New
Increased
Maintained
Reduced
Closed
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 %
IA
401
IFP Advisors
Florida
$650K
EWM
402
Empirical Wealth Management
Washington
$647K -$8.03K -99 -1%
WP
403
Wealthspan Partners
Iowa
$647K +$7.54K +93 +1%
Cerity Partners
404
Cerity Partners
New York
$639K +$333K +4,109 +109%
I2I
405
Insight 2811 Inc
Illinois
$635K +$19.2K +237 +3%
VF
406
Virtu Financial
New York
$633K +$104K +1,282 +20%
KBC Group
407
KBC Group
Belgium
$627K -$235K -2,902 -27%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$627K +$60.6K +748 +11%
AIC
409
Archer Investment Corporation
Indiana
$626K
QT
410
Quantbot Technologies
New York
$621K +$246K +3,038 +66%
CWM
411
CarsonAllaria Wealth Management
Illinois
$609K +$4.06K +50 +0.7%
PCA
412
Peddock Capital Advisors
Massachusetts
$609K +$24.7K +304 +4%
Comerica Bank
413
Comerica Bank
Texas
$600K -$67.7K -828 -10%
LWP
414
Lumature Wealth Partners
Georgia
$597K
MS
415
Madden Securities
Texas
$588K
ACG
416
Allen Capital Group
Nebraska
$584K +$16.1K +198 +3%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$582K -$13.5K -167 -2%
HCM
418
Highlander Capital Management
New Jersey
$582K
KFS
419
Kaizen Financial Strategies
California
$581K +$7.31K +90 +1%
PTC
420
Philadelphia Trust Company
Pennsylvania
$580K
ACM
421
Ayrshire Capital Management
Connecticut
$579K -$95.6K -1,178 -14%
MCP
422
Mirador Capital Partners
California
$573K -$62.7K -772 -10%
AIM
423
Achmea Investment Management
Netherlands
$571K
RFC
424
Regions Financial Corp
Alabama
$568K
CCM
425
Cullen Capital Management
New York
$565K