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W.P. Carey

559 hedge funds and large institutions have $7.38B invested in W.P. Carey in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 47 closing their positions.

Holders
559
Holders Change
+32
Holders Change %
+6.07%
% of All Funds
12.12%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
86
Increased
191
Reduced
174
Closed
47
Calls
$14.7M
Puts
$5.99M
Net Calls
+$8.74M
Net Calls Change
-$1.66M
Name Market Value Shares Shares
Change
Shares
Change %
AIL
426
AGF Investments LLC
Ontario, Canada
$233K 2,976 +284 +11%
RC
427
Roundview Capital
New Jersey
$232K 2,957 -600 -17%
LNC
428
Lincoln National Corp
Pennsylvania
$230K 2,932 +2,932 New
CIA
429
Capital Investment Advisors
Georgia
$224K 2,855 -801 -22%
LWM
430
Lenox Wealth Management
Ohio
$224K 2,827 +2,827 New
APP
431
Avantax Planning Partners
Iowa
$223K 2,842 -517 -15%
ACM
432
AlphaStar Capital Management
North Carolina
$221K 2,815 +2,815 New
BRWM
433
B. Riley Wealth Management
Tennessee
$221K 2,819 +2,819 New
WIC
434
Whitegate Investment Counselors
New Hampshire
$221K 2,825 +2,825 New
CPIG
435
Chicago Partners Investment Group
Illinois
$221K 2,875 +2,875 New
AIG
436
American International Group
New York
$220K 2,804 -98 -3%
Mirae Asset Global Investments
437
Mirae Asset Global Investments
South Korea
$219K 2,796 -69,828 -96%
WG
438
Welch Group
Alabama
$219K 2,793
PA
439
Prism Advisors
California
$219K 2,791 +2,791 New
BAM
440
Bruderman Asset Management
New York
$213K 2,723 -684 -20%
ATC
441
Argent Trust Co
Tennessee
$213K 2,714 +2,714 New
RWM
442
Ritholtz Wealth Management
New York
$209K 2,667 +2,667 New
CCA
443
Cobblestone Capital Advisors
New York
$208K 2,659 +2,659 New
SSB
444
Sandy Spring Bank
Maryland
$207K 2,637 -843 -24%
SF
445
Synovus Financial
Georgia
$207K 2,629
EIA
446
Edgemoor Investment Advisors
Maryland
$207K 2,638 +2,638 New
LCM
447
Leisure Capital Management
California
$205K 2,613 +2,613 New
AWM
448
AllSquare Wealth Management
New York
$204K 2,600
GT
449
Glenview Trust
Kentucky
$204K 2,600 +2,600 New
FWM
450
Focused Wealth Management
New York
$202K 2,578 -1,101 -30%