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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.

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 Market Value Shares Shares
Change
Shares
Change %
HFM
576
Harvest Fund Management
China
$125K 1,669 -1,624 -49%
TWM
577
Tradition Wealth Management
Minnesota
$121K 1,620
LCM
578
Logan Capital Management
Pennsylvania
$119K 1,600
TCOV
579
Trust Company of Vermont
Vermont
$118K 1,575
POIA
580
Pin Oak Investment Advisors
Texas
$112K 1,500
FMP
581
Financial Management Professionals
Texas
$111K 1,483
SIS
582
Sound Income Strategies
Florida
$107K 1,431 +105 +8%
KFI
583
Key Financial Inc
Pennsylvania
$99K 1,227
IFAM
584
Institutional & Family Asset Management
Colorado
$98K 1,319
SB
585
Strategic Blueprint
Georgia
$96K 1,293 +1,293 New
KPCM
586
Kings Point Capital Management
New York
$91K 1,218
AWM
587
Accel Wealth Management
Iowa
$87K 1,167
COCM
588
Charter Oak Capital Management
New Hampshire
$86K 1,146 +68 +6%
BC
589
Barnett & Company
Tennessee
$84K 1,130 -360 -24%
WT
590
Whittier Trust
California
$82K 1,100
MA
591
MCF Advisors
Kentucky
$79K 1,056
HS
592
Horan Securities
United States
$78K 1,049 +627 +149%
SQA
593
Simon Quick Advisors
New Jersey
$77K 1,040 +15 +1%
KTC
594
Kistler-Tiffany Companies
Pennsylvania
$73K 974
IF
595
Ironwood Financial
Arizona
$72K 962
Group One Trading
596
Group One Trading
Illinois
$72K 962 +962 New
AA
597
Ancora Advisors
Ohio
$68K 911 -2,498 -73%
PGAM
598
Princeton Global Asset Management
New Jersey
$65K 869
QCG
599
Quadrant Capital Group
Ohio
$64K 864 +40 +5%
TWA
600
TCI Wealth Advisors
Arizona
$62K 825