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W.P. Carey

601 hedge funds and large institutions have $7.12B invested in W.P. Carey in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 221 increasing their positions, 200 reducing their positions, and 59 closing their positions.

Holders
601
Holders Change
-6
Holders Change %
-0.99%
% of All Funds
12.16%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
60
Increased
221
Reduced
200
Closed
59
Calls
$51M
Puts
$41.2M
Net Calls
+$9.81M
Net Calls Change
+$28.4M
Name Market Value Shares Shares
Change
Shares
Change %
DWA
551
Dougherty Wealth Advisers
Minnesota
$26K 408
BWM
552
Baystate Wealth Management
Massachusetts
$25K 395 +6 +2%
Credit Agricole
553
Credit Agricole
France
$24K 381
CAL
554
Capital Analysts LLC
Pennsylvania
$23K 361
CAGAS
555
Capital Advisory Group Advisory Services
Minnesota
$23K 354
SFA
556
Semmax Financial Advisors
North Carolina
$21K 323
RIA
557
RPG Investment Advisory
California
$20K 306
APC
558
Aspire Private Capital
North Carolina
$20K 306 +306 New
LWA
559
Lenox Wealth Advisors
New York
$19K 292
EWM
560
Elmwood Wealth Management
California
$17K 251
PCM
561
Penserra Capital Management
California
$17K 278 +33 +13%
PFO
562
Pathstone Family Office
New Jersey
$17K 271 +271 New
MAM
563
Meeder Asset Management
Ohio
$16K 250 +242 +3,025%
HNB
564
Huntington National Bank
Ohio
$15K 231 -17 -7%
BWM
565
BerganKDV Wealth Management
Minnesota
$15K 235 +3 +1%
FGA
566
Fortis Group Advisors
New Jersey
$14K 221 +221 New
BWM
567
BNC Wealth Management
Oregon
$14K 227 +227 New
TI
568
tru Independence
Oregon
$13K 198
RCA
569
Ranch Capital Advisors
Florida
$13K 204
NNP
570
Nachman Norwood & Parrott
South Carolina
$13K 204 +204 New
GI
571
Gradient Investments
Minnesota
$12K 194 -1,372 -88%
EWM
572
Endurance Wealth Management
Rhode Island
$10K 163
APWA
573
Atlas Private Wealth Advisors
New Jersey
$10K 155
TFO
574
Tarbox Family Office
California
$8K 123 +123 New
CWA
575
Core Wealth Advisors
Florida
$8K 128 +128 New