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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 %
PL
501
Plancorp LLC
Missouri
$279K
SFA
502
Sequoia Financial Advisors
Ohio
$274K +$292 +4 +0.1%
FFA
503
First Foundation Advisors
California
$274K +$62.3K +853 +29%
AP
504
Advisor Partners
California
$273K
PA
505
PFG Advisors
Arizona
$272K +$365 +5 +0.1%
CPA
506
Capital Planning Advisors
California
$271K -$108K -1,470 -28%
CFD
507
Creative Financial Designs
Indiana
$270K +$6.14K +84 +2%
BCV
508
Banque Cantonale Vaudoise
Switzerland
$268K
WFI
509
West Family Investments
California
$267K +$267K +3,647 New
GWS
510
Glassman Wealth Services
Virginia
$266K
KWM
511
Kingsview Wealth Management
Oregon
$265K +$5.19K +71 +2%
CF
512
Clarity Financial
Texas
$263K -$346K -4,736 -57%
MPW
513
MA Private Wealth
California
$259K +$1.39K +19 +0.5%
VHAM
514
Van Hulzen Asset Management
California
$258K
MSS
515
Mitchell Sinkler & Starr
Pennsylvania
$256K
WS
516
Wedbush Securities
California
$256K +$256K +3,505 New
Manulife (Manufacturers Life Insurance)
517
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K -$11.5K -157 -4%
ACI
518
Alpha Cubed Investments
California
$254K +$1.1K +15 +0.4%
TC
519
TownSquare Capital
Utah
$254K +$12K +161 +5%
LIM
520
Longfellow Investment Management
Massachusetts
$253K -$166K -2,275 -40%
MCM
521
Maple Capital Management
Vermont
$252K +$252K +3,267 New
Axa
522
Axa
France
$252K +$252K +3,452 New
BCM
523
BTC Capital Management
Iowa
$248K -$182K -2,486 -42%
MSFS
524
Main Street Financial Solutions
Pennsylvania
$248K +$950 +13 +0.4%
TFA
525
Teamwork Financial Advisors
Texas
$245K +$7.6K +104 +3%