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W.P. Carey

634 hedge funds and large institutions have $7.64B invested in W.P. Carey in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 223 increasing their positions, 193 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
634
Holders Change
+33
Holders Change %
+5.49%
% of All Funds
11.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
103
Increased
223
Reduced
193
Closed
59
Calls
$74.5M
Puts
$48.7M
Net Calls
+$25.8M
Net Calls Change
+$16M
Name Holding Trade Value Shares
Change
Shares
Change %
OWM
476
OneAscent Wealth Management
Alabama
$226K +$226K +3,224 New
WC
477
Woodstock Corp
Massachusetts
$224K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
478
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$218K -$909K -13,176 -81%
NB
479
Norinchukin Bank
Japan
$217K +$217K +3,137 New
SFG
480
Sovereign Financial Group
Connecticut
$217K +$217K +3,142 New
FHC
481
First Heartland Consultants
Missouri
$215K -$26.2K -379 -11%
BWM
482
BCS Wealth Management
Tennessee
$215K +$215K +3,104 New
PHIMC
483
Private Harbour Investment Management & Counsel
Ohio
$215K +$215K +3,114 New
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$211K +$71.8K +1,038 +52%
DWM
485
Doyle Wealth Management
Florida
$211K +$211K +3,053 New
IWP
486
IAG Wealth Partners
Wisconsin
$210K -$23.6K -340 -10%
PA
487
Profund Advisors
Maryland
$210K +$210K +3,034 New
CCA
488
Conestoga Capital Advisors
Pennsylvania
$201K +$201K +2,910 New
SBSB
489
Sullivan, Bruyette, Speros & Blaney
Virginia
$193K -$14.2K -205 -7%
ARMT
490
Amica Retiree Medical Trust
Rhode Island
$192K
HPC
491
HM Payson & Co
Maine
$191K -$14.1K -204 -7%
FPS
492
Fieldpoint Private Securities
Connecticut
$188K +$188K +2,716 New
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$173K +$173K +2,490 New
IA
494
IFP Advisors
Florida
$172K -$106K -1,542 -38%
EIP
495
Ellis Investment Partners
Pennsylvania
$170K -$20.7K -299 -11%
IA
496
IndexIQ Advisors
New York
$170K +$77.4K +1,120 +84%
GRP
497
Global Retirement Partners
California
$166K +$54.8K +794 +49%
AWM
498
AllSquare Wealth Management
New York
$162K
JCM
499
Jacobi Capital Management
Pennsylvania
$160K
POIA
500
Pin Oak Investment Advisors
Texas
$148K