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W.P. Carey

559 hedge funds and large institutions have $7.38B invested in W.P. Carey in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 174 reducing their positions, and 47 closing their positions.

Holders
559
Holders Change
+32
Holders Change %
+6.07%
% of All Funds
12.12%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
86
Increased
191
Reduced
174
Closed
47
Calls
$14.7M
Puts
$5.99M
Net Calls
+$8.74M
Net Calls Change
-$1.66M
Name Market Value Shares Shares
Change
Shares
Change %
QCIG
526
Quad-Cities Investment Group
Iowa
$23K 300
APC
527
Aspire Private Capital
North Carolina
$23K 300
RIA
528
RPG Investment Advisory
California
$23K 300
CAL
529
Capital Analysts LLC
Pennsylvania
$22K 292
BCA
530
Berman Capital Advisors
Georgia
$22K 293 +190 +184%
SFSIG
531
San Francisco Sentry Investment Group
California
$21K 272 +272 New
VFA
532
Valeo Financial Advisors
Indiana
$19K 243 -100 -29%
MAM
533
Marquette Asset Management
Minnesota
$18K 227 +227 New
MIM
534
MetLife Investment Management
New Jersey
$17.1K 218 +1 +0.5%
BMM
535
Buffington Mohr McNeal
Idaho
$17K 215 +215 New
AIM
536
Advantage Investment Management
Iowa
$16K 200
FANJ
537
Financial Architects (New Jersey)
New Jersey
BWM
538
BerganKDV Wealth Management
Minnesota
FGAM
539
Financial Gravity Asset Management
Texas
$14K 184 +184 New
EWM
540
Executive Wealth Management
Michigan
$13K 160 -379 -70%
EWM
541
Endurance Wealth Management
Rhode Island
$13K 160
PCM
542
Peregrine Capital Management
Minnesota
$12K 150
LC
543
Lindbrook Capital
California
$12K 160
CHP
544
Cable Hill Partners
Oregon
$11K 144 -430 -75%
Rockefeller Capital Management
545
Rockefeller Capital Management
New York
$11K 140
WAS
546
WESPAC Advisors SoCal
California
$10K 128
CAW
547
Cornerstone Advisors (Washington)
Washington
$10K 127 +30 +31%
FMB
548
Field & Main Bank
Kentucky
$10K 125 +125 New
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$9.79K 125
CB
550
Community Bank
New York
$8K 108