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W.P. Carey

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M
Name Market Value Shares Shares
Change
Shares
Change %
HIP
426
Harrell Investment Partners
Texas
$520K 6,565
VCM
427
Virtue Capital Management
Tennessee
$520K 6,572 +1,762 +37%
VF
428
Virtu Financial
New York
$516K 6,515 +6,515 New
APG Asset Management
429
APG Asset Management
Netherlands
$513K 7,205 -1,327 -16%
BRWM
430
B. Riley Wealth Management
Tennessee
$513K 6,483 -25 -0.4%
WDC
431
Woodward Diversified Capital
California
$511K 6,457 +838 +15%
YMRC
432
Yorktown Management & Research Company
Virginia
$509K 6,432
VIA
433
Vident Investment Advisory
Georgia
$503K 6,362 -4,352 -41%
LNC
434
Lincoln National Corp
Pennsylvania
$500K 6,323 -2 -0%
DA
435
Detalus Advisors
Missouri
$496K 6,262
JCM
436
Jacobi Capital Management
Pennsylvania
$494K 6,236 -51 -0.8%
BAS
437
Brown Advisory Securities
Maryland
$492K 6,228 -762 -11%
DBRC
438
D.B. Root & Company
Pennsylvania
$490K 6,198 -216 -3%
American Century Companies
439
American Century Companies
Missouri
$488K 6,162 +6,162 New
WS
440
Wedbush Securities
California
$487K 6,148 +1,269 +26%
DDC
441
DF Dent & Co
Maryland
$483K 6,094 +453 +8%
FHA
442
Flagship Harbor Advisors
Massachusetts
$482K 6,085 +16 +0.3%
TFA
443
Teamwork Financial Advisors
Texas
$480K 6,067 +2,440 +67%
BG
444
Benedetti & Gucer
Georgia
$479K 6,054 +96 +2%
AssetMark Inc
445
AssetMark Inc
California
$475K 5,995 +633 +12%
NGA
446
Naples Global Advisors
Florida
$474K 5,983 +582 +11%
HAS
447
HBW Advisory Services
California
$474K 5,992 +726 +14%
Fiera Capital (Canada)
448
Fiera Capital (Canada)
Quebec, Canada
$471K 5,953 -77 -1%
IAIM
449
International Assets Investment Management
Florida
$469K 5,921 -965 -14%
CAM
450
Carret Asset Management
New York
$467K 5,903