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W.P. Carey

597 hedge funds and large institutions have $9.09B invested in W.P. Carey in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 178 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+13
Holders Change %
+2.23%
% of All Funds
13.11%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
76
Increased
206
Reduced
178
Closed
60
Calls
$17.7M
Puts
$33.8M
Net Calls
-$16.1M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
426
Lazard Asset Management
New York
$286K
HIS
427
Harvest Investment Services
Illinois
$286K +$2.38K +27 +0.8%
OC
428
Oppenheimer & Co
New York
$285K +$350 +4 +0.1%
AF
429
Allworth Financial
California
$284K +$284K +3,239 New
VV
430
Verity & Verity
South Carolina
$283K +$9.15K +103 +3%
SG
431
StoneX Group
New York
$282K +$282K +3,176 New
VAS
432
Vestmark Advisory Solutions
Massachusetts
$281K +$281K +3,209 New
WIC
433
Whitegate Investment Counselors
New Hampshire
$280K +$26.8K +305 +11%
PWLP
434
Prio Wealth Limited Partnership
Massachusetts
$277K +$277K +3,165 New
LI
435
LVZ Inc
Michigan
$276K
CWM
436
Cornerstone Wealth Management
Missouri
$275K -$62.3K -710 -18%
NEPWA
437
New England Private Wealth Advisors
Massachusetts
$272K +$961 +11 +0.4%
DC
438
Derby & Company
Massachusetts
$270K
HIMC
439
Heritage Investors Management Corp
Maryland
$268K
BAS
440
Brown Advisory Securities
Maryland
$266K
APA
441
American Portfolios Advisors
New York
$266K +$21.9K +250 +9%
DAS
442
Dynamic Advisor Solutions
Arizona
$259K -$8.23K -94 -3%
LWM
443
Lenox Wealth Management
Ohio
$255K
CT
444
Cambridge Trust
Massachusetts
$253K -$28.6K -327 -10%
BC
445
Brio Consultants
California
$252K -$32.7K -373 -11%
ACM
446
AlphaStar Capital Management
North Carolina
$252K +$263 +3 +0.1%
PA
447
Prism Advisors
California
$250K
WPP
448
Whalerock Point Partners
Rhode Island
$249K
BRWM
449
B. Riley Wealth Management
Tennessee
$245K -$74.3K -849 -23%
AIG
450
American International Group
New York
$245K