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W.P. Carey

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Shares
Change %
Fisher Asset Management
426
Fisher Asset Management
Washington
$427K -$12.6K -172 -3%
JCM
427
Jacobi Capital Management
Pennsylvania
$426K +$257K +3,509 +151%
MAM
428
Morse Asset Management
Connecticut
$425K +$74.6K +1,021 +21%
JWM
429
Jackson Wealth Management
Florida
$422K
DDC
430
DF Dent & Co
Maryland
$420K
KCM
431
Kathmere Capital Management
Pennsylvania
$414K -$18.9K -258 -4%
LA
432
LexAurum Advisors
Kansas
$413K -$62.7K -857 -13%
JF
433
Jump Financial
Illinois
$412K +$412K +5,643 New
AWA
434
Arkadios Wealth Advisors
Georgia
$411K +$43.4K +595 +12%
BSW
435
Buckingham Strategic Wealth
Missouri
$410K -$40K -548 -9%
FBC
436
Fairfield, Bush & Co
Connecticut
$410K
BFM
437
Boston Financial Management
Massachusetts
$410K
DI
438
Diligent Investors
California
$408K +$731 +10 +0.2%
CIC
439
Carnegie Investment Counsel
Ohio
$404K -$312K -4,265 -44%
OC
440
Oakworth Capital
Alabama
$403K
CTA
441
Chesley Taft & Associates
Illinois
$399K
HHRDM
442
H&H Retirement Design & Management
Nevada
$399K +$5.18K +67 +1%
VVP
443
Venture Visionary Partners
Ohio
$398K +$398K +5,456 New
ASFA
444
All Season Financial Advisors
Colorado
$394K +$394K +5,398 New
XT
445
XTX Topco
Cayman Islands
$390K +$390K +5,330 New
PRC
446
Pearl River Capital
Michigan
$388K +$388K +5,310 New
NFG
447
Next Financial Group
Texas
$385K +$10.8K +147 +3%
GWSG
448
GPS Wealth Strategies Group
Colorado
$384K +$219 +3 +0.1%
PWA
449
Physician Wealth Advisors
Utah
$380K +$7.86K +102 +2%
NGA
450
Naples Global Advisors
Florida
$379K