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W.P. Carey

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
426
Ahrens Investment Partners
Louisiana
$431K -$53.4K -746 -11%
Fiera Capital (Canada)
427
Fiera Capital (Canada)
Quebec, Canada
$431K
JCM
428
Jacobi Capital Management
Pennsylvania
$431K +$14.6K +204 +4%
LWAC
429
Laurel Wealth Advisors (California)
California
$429K
CWG
430
Cornerstone Wealth Group
North Carolina
$427K -$29.2K -408 -6%
BG
431
Benedetti & Gucer
Georgia
$426K
BSW
432
Buckingham Strategic Wealth
Missouri
$424K +$22.9K +321 +6%
CAM
433
Carret Asset Management
New York
$422K
CCM
434
Covington Capital Management
California
$420K +$286 +4 +0.1%
CIA
435
Capital Investment Advisors
Georgia
$418K -$58.1K -812 -12%
DI
436
Diligent Investors
California
$408K
KCM
437
Kathmere Capital Management
Pennsylvania
$405K
LA
438
LexAurum Advisors
Kansas
$404K
DDC
439
DF Dent & Co
Maryland
$403K -$8.02K -112 -2%
BFM
440
Boston Financial Management
Massachusetts
$402K
AssetMark Inc
441
AssetMark Inc
California
$400K -$154K -2,158 -28%
Wealthfront Advisers
442
Wealthfront Advisers
California
$400K +$400K +5,597 New
RFM
443
Royal Fund Management
Florida
$393K +$22.2K +311 +6%
VVP
444
Venture Visionary Partners
Ohio
$390K
NGA
445
Naples Global Advisors
Florida
$386K +$15.3K +214 +4%
CTA
446
Chesley Taft & Associates
Illinois
$383K -$7.3K -102 -2%
GWSG
447
GPS Wealth Strategies Group
Colorado
$379K +$2.86K +40 +0.8%
HHRDM
448
H&H Retirement Design & Management
Nevada
$377K
PWA
449
Physician Wealth Advisors
Utah
$372K
GTCM
450
Gyon Technologies Capital Management
New Jersey
$371K -$90.3K -1,261 -20%