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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 %
CCM
451
Covington Capital Management
California
$465K 5,871 -4 -0.1%
Fisher Asset Management
452
Fisher Asset Management
Washington
$464K 5,864 +198 +3%
KM
453
Kalos Management
Georgia
$461K 5,816 -566 -9%
CWA
454
Clearview Wealth Advisors
Oregon
$458K 5,784 +492 +9%
JWM
455
Jackson Wealth Management
Florida
$455K 5,751
SF
456
Symphony Financial
Texas
$453K 5,662 +1,520 +37%
JF
457
Jump Financial
Illinois
$451K 5,701 +5,701 New
PCM
458
Penserra Capital Management
California
$450K 5,687 +1,111 +24%
KCM
459
Kathmere Capital Management
Pennsylvania
$448K 5,658
VFA
460
Valeo Financial Advisors
Indiana
$446K 5,629
SFA
461
Sequoia Financial Advisors
Ohio
$445K 5,614 -508 -8%
M1FG
462
Mach-1 Financial Group
Arkansas
$432K 5,462 -24 -0.4%
VVP
463
Venture Visionary Partners
Ohio
$432K 5,456
TPA
464
Trivium Point Advisory
Connecticut
$429K 5,337 -640 -11%
CIA
465
Capital Investment Advisors
Georgia
$429K 5,424 -217 -4%
HHRDM
466
H&H Retirement Design & Management
Nevada
$429K 5,297
SFG
467
Sovereign Financial Group
Connecticut
$429K 5,424 +2,281 +73%
MOS
468
MGO One Seven
Ohio
$423K 5,337 +396 +8%
AWA
469
Aaron Wealth Advisors
Illinois
$421K 34,748 +34,748 New
CTA
470
Chesley Taft & Associates
Illinois
$416K 5,173 -182 -3%
SW
471
SVB Wealth
Massachusetts
$416K 5,254 +2,100 +67%
MCM
472
MV Capital Management
Maryland
$411K 5,190
WFS
473
Widmann Financial Services
Maryland
$410K 5,182 +82 +2%
GRP
474
Global Retirement Partners
California
$407K 5,027 +5,027 New
OC
475
Oakworth Capital
Alabama
$396K 5,003