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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 Market Value Shares Shares
Change
Shares
Change %
BWP
601
Baldwin Wealth Partners
Massachusetts
$73K 1,021 -1,021 -50%
BWM
602
Baystate Wealth Management
Massachusetts
$72K 1,007 +593 +143%
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$71K 994
IF
604
Ironwood Financial
Arizona
$70K 982
QCG
605
Quadrant Capital Group
Ohio
$69K 961 +79 +9%
MA
606
MCF Advisors
Kentucky
$65K 910 -168 -16%
FDCDDQ
607
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.7K 906 +224 +33%
PGAM
608
Princeton Global Asset Management
New Jersey
$63K 887
TWA
609
TCI Wealth Advisors
Arizona
$62K 869 +27 +3%
TSW
610
Thompson Siegel & Walmsley
Virginia
$58K 817
CWM
611
Cedar Wealth Management
California
$58K 817
AA
612
Addison Advisors
Vermont
$56K 781
WT
613
Washington Trust
Rhode Island
$56K 784
NSIM
614
North Star Investment Management
Illinois
$55K 766
HFM
615
Harvest Fund Management
China
$52K 737 -967 -57%
FWM
616
Filbrandt Wealth Management
Wisconsin
$52K 732 +17 +2%
HWA
617
Heritage Wealth Advisors
Virginia
$51.4K 719 +51 +8%
PMFA
618
Plante Moran Financial Advisors
Michigan
$51K 718
JFA
619
JNBA Financial Advisors
Minnesota
$51K 709 +52 +8%
RFA
620
Reilly Financial Advisors
California
$49K 686
DFCM
621
Dark Forest Capital Management
Puerto Rico
$48K 673 -1,213 -64%
PCG
622
Private Capital Group
Connecticut
$47K 649 +6 +0.9%
AWM
623
Avior Wealth Management
Nebraska
$47K 657 +9 +1%
LWANC
624
Laurel Wealth Advisors (North Carolina)
North Carolina
$44K 609 -25 -4%
T
625
TOBAM
France
$43K 599