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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 %
MSFP
476
Mark Sheptoff Financial Planning
Connecticut
$325K
MAM
477
Meeder Asset Management
Ohio
$324K -$32K -438 -9%
NIA
478
Northstar Investment Advisors
Colorado
$321K +$8.29K +105 +3%
PA
479
Procyon Advisors
Connecticut
$321K +$321K +4,390 New
FRM
480
Fox Run Management
Connecticut
$320K +$320K +4,378 New
OIA
481
OneDigital Investment Advisors
Kansas
$318K -$30.2K -414 -9%
JIC
482
Joel Isaacson & Co
New York
$318K
VBFG
483
Vishria Bird Financial Group
Tennessee
$316K -$14.7K -202 -4%
CPO
484
Cerity Partners OCIO
New York
$316K +$1.76K +24 +0.6%
RWM
485
Ritholtz Wealth Management
New York
$316K +$316K +4,321 New
GAM
486
Garrison Asset Management
Arkansas
$315K +$219 +3 +0.1%
Simplex Trading
487
Simplex Trading
Illinois
$313K -$344K -4,720 -52%
DWM
488
Doyle Wealth Management
Florida
$312K +$312K +4,266 New
SF
489
Symphony Financial
Texas
$305K -$17.8K -242 -6%
CFGS
490
Concourse Financial Group Securities
Alabama
$305K +$13.5K +182 +5%
VF
491
Virtu Financial
New York
$296K -$634K -8,663 -68%
GC
492
Gilbert & Cook
Iowa
$296K +$7.16K +98 +2%
GRP
493
Global Retirement Partners
California
$293K +$67.1K +917 +30%
MPW
494
Monterey Private Wealth
California
$289K
HL
495
HeadInvest LLC
Maine
$286K +$8.02K +110 +3%
HFA
496
High Falls Advisors
New York
$283K
LA
497
LVW Advisors
New York
$283K
CAS
498
Cascadia Advisory Services
Oregon
$282K
AIA
499
Arrow Investment Advisors
Maryland
$282K +$282K +3,859 New
SWM
500
Spire Wealth Management
Virginia
$280K