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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 %
GWANC
526
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K +$309K +3,848 New
FFA
527
First Foundation Advisors
California
$307K -$884 -11 -0.3%
PWMG
528
Provence Wealth Management Group
California
$305K +$305K +3,792 New
CPA
529
Capital Planning Advisors
California
$303K +$4.83K +60 +2%
LFG
530
Larson Financial Group
Missouri
$302K +$302K +3,760 New
IA
531
Inspire Advisors
Idaho
$301K +$17K +211 +6%
AIA
532
Arrow Investment Advisors
Maryland
$300K -$27.4K -341 -8%
CWM
533
Campbell Wealth Management
Virginia
$300K
GWS
534
Glassman Wealth Services
Virginia
$300K +$7.71K +96 +3%
MSS
535
Mitchell Sinkler & Starr
Pennsylvania
$300K +$18.5K +230 +7%
AP
536
Advisor Partners
California
$298K -$2.17K -27 -0.7%
BCV
537
Banque Cantonale Vaudoise
Switzerland
$296K
FCC
538
Flower City Capital
New York
$295K +$295K +3,625 New
TFA
539
Teamwork Financial Advisors
Texas
$291K -$20.8K -259 -7%
MPW
540
MA Private Wealth
California
$288K +$1.53K +19 +0.5%
FAG
541
Fortitude Advisory Group
Washington
$287K +$287K +3,560 New
OPS
542
Orion Portfolio Solutions
Nebraska
$287K +$287K +3,575 New
GC
543
Guardian Capital
Ontario, Canada
$287K +$287K +3,576 New
KMWM
544
Keudell/Morrison Wealth Management
Oregon
$283K +$26.8K +334 +10%
CRI
545
Colonial River Investments
Virginia
$283K +$283K +3,528 New
LIM
546
Longfellow Investment Management
Massachusetts
$279K
ESB
547
Essex Savings Bank
Connecticut
$278K +$278K +3,463 New
S
548
SignatureFD
Georgia
$273K +$49.8K +620 +22%
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$270K -$9K -112 -3%
RBCM
550
Raub Brock Capital Management
California
$266K