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W.P. Carey

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
426
First Heartland Consultants
Missouri
$557K -$137K -1,688 -20%
CAAS
427
Capital Asset Advisory Services
Michigan
$555K +$4.85K +59 +0.9%
AssetMark Inc
428
AssetMark Inc
California
$555K +$68.3K +841 +14%
LA
429
LexAurum Advisors
Kansas
$550K +$162 +2 +0%
KOMWMG
430
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$543K +$4.3K +53 +0.8%
WDC
431
Woodward Diversified Capital
California
$543K +$18.8K +232 +4%
HIP
432
Harrell Investment Partners
Texas
$533K
AA
433
ALPS Advisors
Colorado
$526K +$526K +6,484 New
OTPPB
434
Ontario Teachers' Pension Plan Board
Ontario, Canada
$511K -$195K -2,400 -28%
JCM
435
Jacobi Capital Management
Pennsylvania
$506K +$81 +1 +0%
MGIA
436
Moneta Group Investment Advisors
Missouri
$506K +$506K +6,235 New
DBRC
437
D.B. Root & Company
Pennsylvania
$501K -$2.03K -25 -0.4%
KA
438
Kercheville Advisors
Texas
$501K +$103K +1,276 +26%
LNC
439
Lincoln National Corp
Pennsylvania
$500K -$12.7K -157 -2%
BG
440
Benedetti & Gucer
Georgia
$494K +$1.95K +24 +0.4%
NGA
441
Naples Global Advisors
Florida
$490K
CWA
442
Clearview Wealth Advisors
Oregon
$489K +$19.5K +240 +4%
BSW
443
Buckingham Strategic Wealth
Missouri
$489K +$136K +1,682 +39%
APG Asset Management
444
APG Asset Management
Netherlands
$488K -$71.3K -919 -13%
CAM
445
Carret Asset Management
New York
$483K +$3.49K +43 +0.7%
TFA
446
Teamwork Financial Advisors
Texas
$481K -$10.9K -135 -2%
FHA
447
Flagship Harbor Advisors
Massachusetts
$480K -$13.5K -167 -3%
MOS
448
MGO One Seven
Ohio
$478K +$45K +555 +10%
CCM
449
Covington Capital Management
California
$476K
VLKIM
450
Van Lanschot Kempen Investment Management
Netherlands
$472K -$17.9M -221,046 -97%