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W.P. Carey

805 hedge funds and large institutions have $10.4B invested in W.P. Carey in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 196 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+27
Holders Change %
+3.47%
% of All Funds
13.61%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
196
Closed
55
Calls
$143M
Puts
$44M
Net Calls
+$99.3M
Net Calls Change
+$42.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DDC
476
DF Dent & Co
Maryland
$428K -$67.1K -826 -14%
WVP
477
Worth Venture Partners
New Jersey
$428K +$428K +5,229 New
DA
478
Detalus Advisors
Missouri
$425K -$82.8K -1,021 -16%
GRP
479
Global Retirement Partners
California
$425K +$16.7K +205 +4%
PWA
480
Physician Wealth Advisors
Utah
$423K
MCM
481
MV Capital Management
Maryland
$421K
CTA
482
Chesley Taft & Associates
Illinois
$420K
CFO
483
Colony Family Offices
North Carolina
$420K +$420K +5,105 New
AA
484
Argent Advisors
Louisiana
$419K +$419K +5,164 New
OC
485
Oakworth Capital
Alabama
$406K
SSG
486
Summit Securities Group
New York
$398K -$8.28K -102 -2%
DI
487
Diligent Investors
California
$398K +$731 +9 +0.2%
CCIA
488
Campbell & Co Investment Adviser
Maryland
$396K +$396K +4,874 New
SWG
489
Summit Wealth Group
Vermont
$393K
CFGS
490
Concourse Financial Group Securities
Alabama
$393K +$10.3K +125 +3%
FFA
491
Founders Financial Alliance
North Carolina
$392K -$857K -10,544 -69%
RCM
492
Raleigh Capital Management
North Carolina
$392K +$3.82K +47 +1%
CPO
493
Cerity Partners OCIO
New York
$390K +$4.87K +60 +1%
SFA
494
Sequoia Financial Advisors
Ohio
$389K -$67.2K -827 -15%
ACM
495
Avalon Capital Management
California
$388K +$2.44K +30 +0.6%
EI
496
Ethic Inc
New York
$387K +$52.5K +647 +16%
BCM
497
BTC Capital Management
Iowa
$385K +$33.4K +412 +9%
JWM
498
Jackson Wealth Management
Florida
$380K -$87.1K -1,072 -19%
SS
499
Simplicity Solutions
Minnesota
$380K +$122K +1,511 +48%
SB
500
Strategic Blueprint
Georgia
$378K +$115K +1,412 +44%