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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.

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 Market Value Shares Shares
Change
Shares
Change %
HPC
551
HM Payson & Co
Maine
$315K 3,796
TI
552
TTP Investments
California
$315K 3,805 +99 +3%
CPA
553
Capital Planning Advisors
California
$313K 3,780 +121 +3%
BCM
554
Brookstone Capital Management
Illinois
$313K 3,835 +307 +9%
RRA
555
Round Rock Advisors
Connecticut
$313K 3,772 +398 +12%
CF
556
Clarity Financial
Texas
$312K 3,762 -163 -4%
SCA
557
SMH Capital Advisors
Texas
$311K 3,751 +3,751 New
LFG
558
Larson Financial Group
Missouri
$308K 3,722 +19 +0.5%
CWM
559
Campbell Wealth Management
Virginia
$303K 3,654
MSS
560
Mitchell Sinkler & Starr
Pennsylvania
$303K 3,655
RBCM
561
Raub Brock Capital Management
California
$302K 3,640
SG
562
StoneX Group
New York
$300K 3,606 -317 -8%
KIG
563
Kowal Investment Group
Wisconsin
$300K 3,617 +3,617 New
BCV
564
Banque Cantonale Vaudoise
Switzerland
$299K 3,600
OPS
565
Orion Portfolio Solutions
Nebraska
$298K 3,596 +276 +8%
GWS
566
Glassman Wealth Services
Virginia
$296K 3,575
X
567
Xponance
Pennsylvania
$296K 3,576 +3,576 New
IA
568
Inspire Advisors
Idaho
$293K 3,539 -194 -5%
V
569
Veritable
Delaware
$292K 3,530 +239 +7%
MPW
570
MA Private Wealth
California
$291K 3,545 +18 +0.5%
TWM
571
Thrive Wealth Management
Pennsylvania
$287K 3,467 -160 -4%
AP
572
Advisor Partners
California
$286K 3,448 -206 -6%
MSFS
573
Main Street Financial Solutions
Pennsylvania
$284K 3,425 -334 -9%
3F
574
360 Financial
Minnesota
$283K 3,395
IWP
575
IAG Wealth Partners
Wisconsin
$283K 3,421 +1,303 +62%