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W.P. Carey

778 hedge funds and large institutions have $9.36B invested in W.P. Carey in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 328 increasing their positions, 204 reducing their positions, and 55 closing their positions.

Holders
778
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
12.31%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
83
Increased
328
Reduced
204
Closed
55
Calls
$97.8M
Puts
$40.6M
Net Calls
+$57.2M
Net Calls Change
+$9.19M
Name Market Value Shares Shares
Change
Shares
Change %
RBCM
551
Raub Brock Capital Management
California
$294K 3,640
TWM
552
Thrive Wealth Management
Pennsylvania
$293K 3,627 -180 -5%
BCV
553
Banque Cantonale Vaudoise
Switzerland
$291K 3,600
GWS
554
Glassman Wealth Services
Virginia
$289K 3,575 -83 -2%
BCM
555
Brookstone Capital Management
Illinois
$288K 3,528 -447 -11%
GWMIA
556
Global Wealth Management Investment Advisory
Florida
$286K 3,544 +532 +18%
AIP
557
Ahrens Investment Partners
Louisiana
$285K 3,531 -1,881 -35%
MPW
558
MA Private Wealth
California
$285K 3,527 +18 +0.5%
VWA
559
Visionary Wealth Advisors
Illinois
$282K 3,486 +3,486 New
CW
560
CreativeOne Wealth
Kansas
$281K 3,477 +3,477 New
KWM
561
Kingsview Wealth Management
Oregon
$281K 3,474 +429 +14%
GWANC
562
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K 3,361 -408 -11%
LIM
563
Longfellow Investment Management
Massachusetts
$275K 3,390
3F
564
360 Financial
Minnesota
$275K 3,395 +3,395 New
B
565
Bailard
California
$275K 3,397 +3,397 New
PA
566
Profund Advisors
Maryland
$273K 3,383 -2,372 -41%
RRA
567
Round Rock Advisors
Connecticut
$273K 3,374 +3,374 New
ESB
568
Essex Savings Bank
Connecticut
$272K 3,362 -30 -0.9%
OPS
569
Orion Portfolio Solutions
Nebraska
$268K 3,320 -181 -5%
PSUF
570
People's United Financial
Connecticut
$267K 3,300 -1,210 -27%
AIA
571
Arrow Investment Advisors
Maryland
$267K 3,299 -362 -10%
V
572
Veritable
Delaware
$266K 3,291 +151 +5%
AGA
573
Arkos Global Advisors
Texas
$265K 3,276 +3,276 New
HWM
574
Horizon Wealth Management
Illinois
$262K 3,240 -774 -19%
ACM
575
AlphaStar Capital Management
North Carolina
$261K 3,231