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W.P. Carey

648 hedge funds and large institutions have $7.24B invested in W.P. Carey in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 267 increasing their positions, 183 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+14
Holders Change %
+2.21%
% of All Funds
11.41%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
76
Increased
267
Reduced
183
Closed
51
Calls
$118M
Puts
$79.8M
Net Calls
+$38M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
576
Laurel Wealth Advisors (North Carolina)
North Carolina
$44K +$1.74K +25 +4%
T
577
TOBAM
France
$42K
MA
578
Montag & Associates
Georgia
$40K
HWA
579
HHM Wealth Advisors
Tennessee
$39K
LC
580
Lindbrook Capital
California
$39K +$5.21K +76 +15%
CAC
581
Certified Advisory Corp
Florida
$39K +$39K +552 New
Federated Hermes
582
Federated Hermes
Pennsylvania
$37K +$20.9K +305 +130%
SN
583
Sittner & Nelson
Oregon
$35K
MA
584
MUFG Americas
New York
$35K
SBL
585
Sargent Bickham Lagudis
Colorado
$35K +$616 +9 +2%
TIM
586
Tortoise Investment Management
New York
$34K
CFA
587
Carroll Financial Associates
North Carolina
$34K +$6.42K +95 +23%
AIL
588
AGF Investments LLC
Ontario, Canada
$32K +$205 +3 +0.6%
CWC
589
Carolinas Wealth Consulting
North Carolina
$32K +$487 +7 +2%
SWM
590
Selective Wealth Management
Virginia
$31K +$31K +445 New
HCP
591
Hexagon Capital Partners
Arkansas
$30K
PCM
592
Penserra Capital Management
California
$30K +$4.46K +65 +17%
HS
593
Horan Securities
United States
$30K +$26.2K +376 +684%
GEA
594
Glen Eagle Advisors
New Jersey
$29.4K +$21.3K +307 +260%
TF
595
Tompkins Financial
New York
$29K
ADIM
596
Alpha DNA Investment Management
Maryland
$28K
DWA
597
Dougherty Wealth Advisers
Minnesota
$28K
MF
598
Manchester Financial
California
$28K
BWM
599
Baystate Wealth Management
Massachusetts
$28K +$413 +6 +1%
Credit Agricole
600
Credit Agricole
France
$26K