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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 %
TSW
601
Thompson Siegel & Walmsley
Virginia
$60K 800
CWM
602
Cedar Wealth Management
California
$60K 800
WT
603
Washington Trust
Rhode Island
$58K 768 -1,431 -65%
EI
604
Ellevest Inc
New York
$57K 762 -5 -0.7%
AA
605
Addison Advisors
Vermont
$57K 765 +765 New
NSIM
606
North Star Investment Management
Illinois
$56K 750
EWM
607
Evermay Wealth Management
Virginia
$56K 750 +750 New
WP
608
WealthShield Partners
North Carolina
$54K 728 +525 +259%
HFA
609
Hoover Financial Advisors
Pennsylvania
$54K 724 +724 New
FWM
610
Filbrandt Wealth Management
Wisconsin
$52K 700
PMFA
611
Plante Moran Financial Advisors
Michigan
$52K 703
RFA
612
Reilly Financial Advisors
California
$50K 672
FDCDDQ
613
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.8K 668 +558 +507%
HWA
614
Heritage Wealth Advisors
Virginia
$48.8K 654
PCG
615
Private Capital Group
Connecticut
$48K 630 -29 -4%
JFA
616
JNBA Financial Advisors
Minnesota
$48K 643
AWM
617
Avior Wealth Management
Nebraska
$47K 635 +280 +79%
SCA
618
Stonebridge Capital Advisors
Minnesota
$47K 642 +321 +100%
LWANC
619
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K 621
T
620
TOBAM
France
$44K 587
MA
621
Montag & Associates
Georgia
$43K 570
LC
622
Lindbrook Capital
California
$43K 573 +16 +3%
PCM
623
Penserra Capital Management
California
$42K 571 +143 +33%
HWA
624
HHM Wealth Advisors
Tennessee
$41K 545
SBL
625
Sargent Bickham Lagudis
Colorado
$38K 507 +7 +1%