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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 %
RFM
451
Royal Fund Management
Florida
$379K +$73 +1 +0%
MCM
452
MV Capital Management
Maryland
$379K +$282K +3,864 +291%
VCA
453
Verdence Capital Advisors
Maryland
$376K +$376K +5,150 New
TPCW
454
TD Private Client Wealth
New York
$368K +$184K +2,516 +100%
LNC
455
Lincoln National Corp
Pennsylvania
$366K +$66.9K +914 +22%
IRF
456
IBM Retirement Fund
New York
$363K -$66.3K -907 -15%
VCM
457
Virtue Capital Management
Tennessee
$360K -$143K -1,950 -28%
APA
458
American Portfolios Advisors
New York
$360K +$77K +1,054 +27%
WAM
459
World Asset Management
Michigan
$359K -$14.8K -202 -4%
SWG
460
Summit Wealth Group
Vermont
$354K -$44.7K -611 -11%
PCM
461
Parsons Capital Management
Rhode Island
$354K +$14.9K +204 +4%
ATC
462
Argent Trust Co
Tennessee
$353K +$353K +4,840 New
QSS
463
Quantitative Systematic Strategies
Florida
$350K +$350K +4,784 New
CWA
464
Clearview Wealth Advisors
Oregon
$349K -$512 -7 -0.1%
PCA
465
Personal Capital Advisors
California
$348K +$40.6K +555 +13%
MYAM
466
Meiji Yasuda Asset Management
Japan
$343K -$29.9K -409 -8%
KeyBank National Association
467
KeyBank National Association
Ohio
$343K +$343K +4,699 New
AWM
468
Apollon Wealth Management
South Carolina
$342K -$14.8K -202 -4%
KA
469
Kercheville Advisors
Texas
$340K -$7.46K -102 -2%
APW
470
Austin Private Wealth
Texas
$339K +$2.41K +33 +0.7%
TPA
471
Trivium Point Advisory
Connecticut
$336K -$685K -9,363 -67%
WDC
472
Woodward Diversified Capital
California
$335K +$28.5K +389 +9%
FC
473
FCA Corp
Texas
$334K
MOS
474
MGO One Seven
Ohio
$331K +$103K +1,403 +45%
TA
475
Tectonic Advisors
Texas
$327K +$49.9K +683 +18%