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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.

New
Increased
Maintained
Reduced
Closed
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 %
PP
526
Prudential plc
United Kingdom
$345K +$19.5K +240 +6%
CWG
527
Cornerstone Wealth Group
North Carolina
$344K -$35.4K -436 -9%
IAN
528
Integrated Advisors Network
Texas
$343K +$106K +1,303 +45%
PCA
529
Personal Capital Advisors
California
$342K +$2.92K +36 +0.9%
GLA
530
Good Life Advisors
Pennsylvania
$340K -$12.3K -152 -4%
SLWA
531
San Luis Wealth Advisors
California
$339K
GWMIA
532
Global Wealth Management Investment Advisory
Florida
$338K +$44.6K +550 +15%
TSS
533
Two Sigma Securities
New York
$335K +$129K +1,592 +63%
AA
534
Ancora Advisors
Ohio
$334K +$16.7K +206 +5%
GWSG
535
GPS Wealth Strategies Group
Colorado
$333K +$2.19K +27 +0.7%
MIM
536
MetLife Investment Management
New Jersey
$330K +$17K +209 +5%
BMSSC
537
B. Metzler seel. Sohn & Co
Germany
$329K
PWMG
538
Provence Wealth Management Group
California
$328K +$12.7K +157 +4%
LA
539
LVW Advisors
New York
$324K
FAG
540
Fortitude Advisory Group
Washington
$323K -$27.6K -340 -8%
IF
541
Intrua Financial
Texas
$323K -$12.7K -157 -4%
MPW
542
Monterey Private Wealth
California
$321K
SCA
543
Snowden Capital Advisors
New York
$320K +$86.3K +1,064 +37%
SWM
544
Silverlake Wealth Management
Vermont
$319K +$162 +2 +0.1%
AWM
545
Aspire Wealth Management
Massachusetts
$319K +$2.27K +28 +0.7%
ACA
546
Aptus Capital Advisors
Alabama
$318K -$2.05K -25 -0.6%
WPW
547
Warther Private Wealth
Ohio
$318K
PL
548
Plancorp LLC
Missouri
$316K -$568 -7 -0.2%
NYLIM
549
New York Life Investment Management
New York
$316K +$316K +3,885 New
HFA
550
High Falls Advisors
New York
$315K