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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 %
PFA
551
Pure Financial Advisors
California
$263K
WC
552
Woodstock Corp
Massachusetts
$261K
UL
553
Unionview LLC
Washington
$259K +$259K +3,222 New
IA
554
IndexIQ Advisors
New York
$258K -$4.02K -50 -2%
V
555
Veritable
Delaware
$258K +$1.13K +14 +0.4%
ACM
556
AlphaStar Capital Management
North Carolina
$256K +$19.8K +255 +8%
CI Investments Inc
557
CI Investments Inc
Ontario, Canada
$254K +$253K +3,153 +31,530%
SW
558
SVB Wealth
Massachusetts
$253K -$701K -8,735 -73%
SFG
559
Sovereign Financial Group
Connecticut
$253K -$29.3K -364 -10%
SWM
560
Spire Wealth Management
Virginia
$252K -$33K -410 -12%
FF
561
FourThought Financial
Florida
$250K
KWM
562
Kingsview Wealth Management
Oregon
$250K +$6.35K +79 +3%
AIA
563
Allied Investment Advisors
Montana
$248K +$248K +3,083 New
GWMIA
564
Global Wealth Management Investment Advisory
Florida
$247K +$44.4K +553 +22%
IRF
565
IBM Retirement Fund
New York
$246K -$157K -1,955 -39%
QCM
566
Quantinno Capital Management
New York
$246K +$246K +3,056 New
LRWA
567
Long Run Wealth Advisors
New York
$246K +$246K +3,063 New
KeyBank National Association
568
KeyBank National Association
Ohio
$244K -$143K -1,781 -37%
FCG
569
Financial Connections Group
California
$240K +$240K +2,997 New
PA
570
PFG Advisors
Arizona
$239K -$61.2K -761 -20%
SB
571
Strategic Blueprint
Georgia
$235K +$235K +2,923 New
CCA
572
Conestoga Capital Advisors
Pennsylvania
$234K
WAM
573
Walker Asset Management
Missouri
$232K +$232K +2,882 New
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$232K +$232K +2,891 New
FFN
575
Focus Financial Network
Minnesota
$231K +$231K +2,839 New