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W.P. Carey

601 hedge funds and large institutions have $7.12B invested in W.P. Carey in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
12.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
60
Increased
221
Reduced
200
Closed
59
Calls
$51M
Puts
$41.2M
Net Calls
+$9.81M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
451
Van Hulzen Asset Management
California
$225K
TCWM
452
Total Clarity Wealth Management
Illinois
$225K +$225K +3,528 New
CAAS
453
Capital Asset Advisory Services
Michigan
$224K -$20.1K -311 -8%
CAM
454
Carret Asset Management
New York
$223K
FHC
455
First Heartland Consultants
Missouri
$223K +$27.9K +437 +14%
MPW
456
MA Private Wealth
California
$222K +$1.34K +21 +0.6%
AIL
457
AGF Investments LLC
Ontario, Canada
$222K +$222K +3,473 New
HDIM
458
Hanson & Doremus Investment Management
Vermont
$220K -$47K -738 -18%
ACI
459
Alpha Cubed Investments
California
$220K
Bank of Nova Scotia
460
Bank of Nova Scotia
Ontario, Canada
$218K +$218K +3,421 New
IWP
461
IAG Wealth Partners
Wisconsin
$215K +$61.7K +966 +40%
PCM
462
Poehling Capital Management
Wisconsin
$214K
TRCT
463
Tower Research Capital (TRC)
New York
$214K +$96.8K +1,513 +83%
OIA
464
Optimum Investment Advisors
Illinois
$209K -$65.3K -1,021 -24%
NP
465
NorthRock Partners
Minnesota
$209K -$23.6K -371 -10%
CFD
466
Creative Financial Designs
Indiana
$209K +$72.7K +1,139 +53%
WC
467
Woodstock Corp
Massachusetts
$207K
OFS
468
OneAscent Financial Services
Alabama
$206K -$48.5K -759 -19%
HL
469
HeadInvest LLC
Maine
$206K +$11.1K +174 +6%
MYLI
470
Meiji Yasuda Life Insurance
Japan
$204K -$5.81K -91 -3%
HB
471
Homrich & Berg
Georgia
$202K -$15.3K -239 -7%
PWM
472
Perigon Wealth Management
California
$200K -$4.79K -75 -2%
BCM
473
Brookstone Capital Management
Illinois
$200K +$2.62K +41 +1%
AII
474
AGF Investments Inc
Ontario, Canada
$193K +$193K +3,020 New
SBSB
475
Sullivan, Bruyette, Speros & Blaney
Virginia
$191K