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W.P. Carey

693 hedge funds and large institutions have $8.08B invested in W.P. Carey in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+45
Holders Change %
+6.94%
% of All Funds
12.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
90
Increased
283
Reduced
193
Closed
39
Calls
$93.6M
Puts
$113M
Net Calls
-$19M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
551
Prism Advisors
California
$208K +$208K +2,850 New
SF
552
Synovus Financial
Georgia
$206K +$206K +2,832 New
FPS
553
Fieldpoint Private Securities
Connecticut
$205K
SSB
554
Sandy Spring Bank
Maryland
$205K +$44.7K +610 +28%
CGA
555
Crescent Grove Advisors
Illinois
$204K +$204K +2,746 New
V
556
Veritable
Delaware
$203K +$203K +2,772 New
HPC
557
HM Payson & Co
Maine
$201K
Lido Advisors
558
Lido Advisors
California
$201K +$201K +2,711 New
AIM
559
Alhambra Investment Management
Florida
$201K +$201K +2,752 New
EIP
560
Ellis Investment Partners
Pennsylvania
$185K +$2.63K +36 +1%
IWP
561
IAG Wealth Partners
Wisconsin
$183K -$38.9K -530 -18%
IA
562
IFP Advisors
Florida
$181K
S
563
SignatureFD
Georgia
$179K +$56.3K +772 +46%
AWM
564
AllSquare Wealth Management
New York
$172K
CG
565
Cutler Group
California
$151K +$151K +2,068 New
BWP
566
Baldwin Wealth Partners
Massachusetts
$149K
FWM
567
Focused Wealth Management
New York
$148K +$1.17K +16 +0.8%
AAM
568
Advisors Asset Management
Colorado
$147K +$72.3K +989 +97%
PFGIA
569
Patriot Financial Group Insurance Agency
Massachusetts
$145K +$6.59K +90 +5%
SIC
570
Salem Investment Counselors
North Carolina
$144K
GWMIA
571
Global Wealth Management Investment Advisory
Florida
$143K +$9.49K +130 +7%
DFCM
572
Dark Forest Capital Management
Puerto Rico
$138K +$138K +1,886 New
CI
573
Clal Insurance
Israel
$135K -$51.9K -702 -28%
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$134K -$8.33K -114 -6%
PA
575
Parallel Advisors
California
$128K +$10.9K +149 +9%