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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.

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 %
PCM
501
Parsons Capital Management
Rhode Island
$377K
BAS
502
Brown Advisory Securities
Maryland
$376K -$129K -1,592 -26%
CW
503
CreativeOne Wealth
Kansas
$375K +$87K +1,073 +30%
IP
504
Ignite Planners
California
$374K +$2.07K +26 +0.6%
DAC
505
Dividend Assets Capital
South Carolina
$373K
FC
506
FCA Corp
Texas
$370K
ACI
507
Alpha Cubed Investments
California
$369K
KMWM
508
Keudell/Morrison Wealth Management
Oregon
$368K -$235K -2,892 -39%
APW
509
Austin Private Wealth
Texas
$367K +$3.25K +40 +0.9%
SCM
510
Schnieders Capital Management
California
$365K +$49.7K +613 +16%
PA
511
Procyon Advisors
Connecticut
$364K +$364K +4,489 New
BL
512
Balentine LLC
Georgia
$362K +$362K +4,456 New
PI
513
PEAK6 Investments
Illinois
$361K +$361K +5,449 New
BCM
514
Beck Capital Management
Texas
$360K -$13.8K -170 -4%
RPCONE
515
Retirement Planning Company of New England
Rhode Island
$357K +$811 +10 +0.2%
WS
516
Wedbush Securities
California
$356K -$143K -1,766 -29%
JIC
517
Joel Isaacson & Co
New York
$355K
CAN
518
Claraphi Advisory Network
United States
$355K +$355K +4,377 New
ACM
519
AlphaStar Capital Management
North Carolina
$354K +$86.5K +1,067 +32%
VBFG
520
Vishria Bird Financial Group
Tennessee
$351K
GAM
521
Garrison Asset Management
Arkansas
$351K +$162 +2 +0%
S
522
SignatureFD
Georgia
$351K +$35.7K +440 +11%
DWM
523
Doyle Wealth Management
Florida
$347K +$162 +2 +0%
AWA
524
Arete Wealth Advisors
Illinois
$346K -$1.48M -18,282 -81%
KWM
525
Kingsview Wealth Management
Oregon
$346K +$57.8K +712 +20%