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W.P. Carey

710 hedge funds and large institutions have $8.14B invested in W.P. Carey in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 322 increasing their positions, 168 reducing their positions, and 51 closing their positions.

Holders
710
Holders Change
+17
Holders Change %
+2.45%
% of All Funds
12.47%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
78
Increased
322
Reduced
168
Closed
51
Calls
$139M
Puts
$97.3M
Net Calls
+$42.1M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
576
Parallel Advisors
California
$156K +$30.2K +421 +24%
AAM
577
Advisors Asset Management
Colorado
$155K +$11.6K +162 +8%
AIG
578
American International Group
New York
$149K -$12.4K -173 -8%
PCM
579
Penserra Capital Management
California
$148K +$107K +1,501 +257%
FWM
580
Focused Wealth Management
New York
$146K +$1K +14 +0.7%
CI
581
Clal Insurance
Israel
$144K +$11.3K +156 +9%
SIC
582
Salem Investment Counselors
North Carolina
$141K
PFGIA
583
Patriot Financial Group Insurance Agency
Massachusetts
$135K -$6.36K -89 -4%
KFS
584
Kelly Financial Services
Massachusetts
$130K -$9.59M -134,083 -99%
TWM
585
Tradition Wealth Management
Minnesota
$118K
LCM
586
Logan Capital Management
Pennsylvania
$117K
POIA
587
Pin Oak Investment Advisors
Texas
$110K
PA
588
PSI Advisors
Florida
$110K +$110K +1,542 New
FMP
589
Financial Management Professionals
Texas
$108K
SIS
590
Sound Income Strategies
Florida
$105K +$215 +3 +0.2%
IFAM
591
Institutional & Family Asset Management
Colorado
$96K
EI
592
Ellevest Inc
New York
$96K +$40.3K +562 +72%
COCM
593
Charter Oak Capital Management
New Hampshire
$91K +$7.1K +99 +8%
SC
594
SouthState Corp
Florida
$91K +$91K +1,270 New
KFI
595
Key Financial Inc
Pennsylvania
$90K
KPCM
596
Kings Point Capital Management
New York
$89K
AWM
597
Accel Wealth Management
Iowa
$85K
WT
598
Whittier Trust
California
$80K
SCA
599
Stonebridge Capital Advisors
Minnesota
$80K +$33.3K +468 +71%
SQA
600
Simon Quick Advisors
New Jersey
$76K +$989 +14 +1%