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W.P. Carey

759 hedge funds and large institutions have $9.28B invested in W.P. Carey in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 282 increasing their positions, 197 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
+49
Holders Change %
+6.9%
% of All Funds
11.72%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
134
Increased
282
Reduced
197
Closed
72
Calls
$95.6M
Puts
$47.6M
Net Calls
+$48M
Net Calls Change
+$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
501
Ignite Planners
California
$344K +$344K +4,461 New
SLWA
502
San Luis Wealth Advisors
California
$335K
RCM
503
Raleigh Capital Management
North Carolina
$335K +$335K +4,177 New
SF
504
Symphony Financial
Texas
$330K
HWM
505
Horizon Wealth Management
Illinois
$329K +$329K +4,098 New
HH
506
Hilltop Holdings
Texas
$328K +$328K +4,077 New
BMSSC
507
B. Metzler seel. Sohn & Co
Germany
$326K +$326K +4,058 New
CF
508
Clarity Financial
Texas
$322K
GLA
509
Good Life Advisors
Pennsylvania
$322K +$43.7K +544 +16%
BCM
510
Brookstone Capital Management
Illinois
$321K +$41.9K +530 +15%
Lido Advisors
511
Lido Advisors
California
$320K -$33.5K -417 -9%
LA
512
LVW Advisors
New York
$320K +$8.83K +110 +3%
AA
513
Ancora Advisors
Ohio
$319K -$80 -1 -0%
MPW
514
Monterey Private Wealth
California
$318K
IMRF
515
Illinois Municipal Retirement Fund
Illinois
$317K
CFD
516
Creative Financial Designs
Indiana
$317K +$6.44K +80 +2%
SWM
517
Silverlake Wealth Management
Vermont
$316K +$316K +3,928 New
TI
518
TTP Investments
California
$315K +$315K +3,918 New
HFA
519
High Falls Advisors
New York
$312K
AAS
520
Ameritas Advisory Services
Nebraska
$312K +$312K +3,878 New
AWM
521
Aspire Wealth Management
Massachusetts
$312K +$312K +3,880 New
TWM
522
Thrive Wealth Management
Pennsylvania
$312K +$312K +3,887 New
HPC
523
HM Payson & Co
Maine
$311K +$89.8K +1,119 +41%
WPW
524
Warther Private Wealth
Ohio
$310K
PL
525
Plancorp LLC
Missouri
$310K +$3.13K +39 +1%