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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 %
LIM
576
Longfellow Investment Management
Massachusetts
$281K 3,390
GWANC
577
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K 3,332 -29 -0.9%
ESB
578
Essex Savings Bank
Connecticut
$277K 3,339 -23 -0.7%
AGA
579
Arkos Global Advisors
Texas
$275K 3,320 +44 +1%
VWA
580
Visionary Wealth Advisors
Illinois
$273K 3,295 -191 -5%
RCAG
581
Rehmann Capital Advisory Group
Michigan
$273K 3,290 +3,290 New
AFP
582
Ausdal Financial Partners
Iowa
$272K 3,288 +3,288 New
Squarepoint
583
Squarepoint
New York
$271K 3,270 -27,278 -89%
HWM
584
Horizon Wealth Management
Illinois
$270K 3,256 +16 +0.5%
KFA
585
Krane Funds Advisors
New York
$269K 3,245 -1,615 -33%
PA
586
Profund Advisors
Maryland
$266K 3,205 -178 -5%
PFA
587
Pure Financial Advisors
California
$266K 3,209
LRWA
588
Long Run Wealth Advisors
New York
$266K 3,210 +354 +12%
WC
589
Woodstock Corp
Massachusetts
$263K 3,176
UL
590
Unionview LLC
Washington
$262K 3,156
ARC
591
Advisor Resource Council
Texas
$260K 3,145 +3,145 New
CAGAS
592
Capital Advisory Group Advisory Services
Minnesota
$259K 3,407 +250 +8%
KeyBank National Association
593
KeyBank National Association
Ohio
$257K 3,096 -12 -0.4%
HWM
594
HB Wealth Management
Georgia
$255K 3,072 -686 -18%
D.E. Shaw & Co
595
D.E. Shaw & Co
New York
$251K 3,024 -8,356 -73%
APP
596
Avantax Planning Partners
Iowa
$251K 3,024 +49 +2%
AIP
597
Ahrens Investment Partners
Louisiana
$250K 3,012 -519 -15%
AIA
598
Allied Investment Advisors
Montana
$250K 3,020
PAS
599
Park Avenue Securities
New York
$250K 3,022 +182 +6%
DU
600
Delphia (USA)
Ontario, Canada
$250K 3,022 +3,022 New